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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 | $57,329 | $171,867-66.6% | $149,721-61.7% | $147,586-61.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 0.00% | 2113.36%-2113.4pp | 1501.67%-1501.7pp | 578.59%-578.6pp |
| Employer contribution / active EE | $4,578 | $6,275-27.0% | $5,444-15.9% | $4,876-6.1% |
| Participant deferral / active EE | $9,112 | $7,270+25.3% | $6,568+38.7% | $5,439+67.5% |
| Admin fee / account holder | $213 | $13,799-98.5% | $11,282-98.1% | $10,886-98.0% |