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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,239 | $105,210-19.9% | $159,487-47.2% | $85,851-1.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 0.00% | 45.08%-45.1pp | 263.71%-263.7pp | 318.63%-318.6pp |
| Employer contribution / active EE | $5,886 | $3,319+77.3% | $4,831+21.8% | $2,565+129.4% |
| Participant deferral / active EE | $10,743 | $5,946+80.7% | $7,354+46.1% | $3,952+171.8% |
| Admin fee / account holder | $289 | $6,934-95.8% | $10,804-97.3% | $6,261-95.4% |