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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 | $22,811 | $99,009-77.0% | $86,581-73.7% | $147,585-84.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1312.70%-1312.7pp | 965.06%-965.1pp | 578.58%-578.6pp |
| Employer contribution / active EE | $988 | $3,132-68.5% | $2,840-65.2% | $4,876-79.7% |
| Participant deferral / active EE | $2,619 | $3,972-34.1% | $3,609-27.4% | $5,439-51.8% |
| Admin fee / account holder | $168 | $5,709-97.1% | $4,904-96.6% | $10,886-98.5% |