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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 | $33,295 | $107,353-69.0% | $92,903-64.2% | $152,885-78.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.00% | 145.62%-145.6pp | 109.43%-109.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $22,188 | $4,222+425.6% | $3,653+507.4% | $4,763+365.8% |
| Participant deferral / active EE | $8,073 | $4,848+66.5% | $4,238+90.5% | $5,851+38.0% |
| Admin fee / account holder | $91 | $7,081-98.7% | $5,795-98.4% | $11,598-99.2% |