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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 | $23,837 | $84,685-71.9% | $73,836-67.7% | $125,389-81.0% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $964 | $3,123-69.1% | $2,787-65.4% | $4,866-80.2% |
| Participant deferral / active EE | $3,886 | $3,993-2.7% | $3,583+8.4% | $5,352-27.4% |
| Admin fee / account holder | $6 | $5,694-99.9% | $4,882-99.9% | $9,541-99.9% |