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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 | $27,524 | $176,105-84.4% | $159,474-82.7% | $167,536-83.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,060 | $5,299-61.1% | $4,831-57.4% | $4,839-57.4% |
| Participant deferral / active EE | $23,394 | $7,751+201.8% | $7,353+218.2% | $6,342+268.9% |
| Admin fee / account holder | $13 | $12,559-99.9% | $10,802-99.9% | $12,315-99.9% |