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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 | $25,332 | $176,688-85.7% | $130,660-80.6% | $152,885-83.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 0.00% | 2693.08%-2693.1pp | 1709.29%-1709.3pp | 345.39%-345.4pp |
| Employer contribution / active EE | $4,860 | $5,743-15.4% | $4,092+18.8% | $4,763+2.0% |
| Participant deferral / active EE | $19,000 | $4,362+335.6% | $3,603+427.3% | $5,851+224.7% |
| Admin fee / account holder | $33 | $7,131-99.5% | $5,463-99.4% | $11,598-99.7% |