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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 | $57,225 | $180,459-68.3% | $154,108-62.9% | $135,380-57.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.00% | 888.21%-888.2pp | 735.21%-735.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $5,927 | $6,035-1.8% | $5,298+11.9% | $4,779+24.0% |
| Participant deferral / active EE | $8,291 | $5,806+42.8% | $5,081+63.2% | $5,609+47.8% |
| Admin fee / account holder | $148 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |