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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 | $10,893 | $96,388-88.7% | $80,627-86.5% | $139,466-92.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $5,248 | $3,260+61.0% | $2,723+92.8% | $4,754+10.4% |
| Participant deferral / active EE | $10,472 | $5,224+100.4% | $4,443+135.7% | $6,712+56.0% |
| Admin fee / account holder | $11 | $6,603-99.8% | $5,381-99.8% | $11,409-99.9% |