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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 | $17,141 | $109,863-84.4% | $98,477-82.6% | $167,518-89.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1958.09%-1958.1pp | 1493.59%-1493.6pp | 478.71%-478.7pp |
| Employer contribution / active EE | $12,616 | $3,225+291.2% | $2,961+326.1% | $4,838+160.7% |
| Participant deferral / active EE | $9,190 | $4,673+96.7% | $4,276+114.9% | $6,342+44.9% |
| Admin fee / account holder | $241 | $6,755-96.4% | $5,951-96.0% | $12,312-98.0% |