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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 | $15,416 | $100,911-84.7% | $90,440-83.0% | $158,966-90.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 0.00% | 1726.62%-1726.6pp | 1294.38%-1294.4pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,333 | $3,690-36.8% | $3,263-28.5% | $4,762-51.0% |
| Participant deferral / active EE | $13,083 | $4,348+200.9% | $3,964+230.1% | $5,983+118.7% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |