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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 | $35,021 | $226,090-84.5% | $182,531-80.8% | $152,885-77.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 192.57%-192.6pp | 148.57%-148.6pp | 345.39%-345.4pp |
| Employer contribution / active EE | $15,744 | $4,978+216.3% | $4,075+286.3% | $4,763+230.5% |
| Participant deferral / active EE | $16,385 | $6,369+157.2% | $5,525+196.5% | $5,851+180.0% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |