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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 | $33,254 | $217,432-84.7% | $185,851-82.1% | $167,553-80.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.9pp |
| Employer contribution / active EE | $23,065 | $5,874+292.6% | $5,168+346.3% | $4,840+376.6% |
| Participant deferral / active EE | $10,135 | $6,357+59.4% | $5,569+82.0% | $6,343+59.8% |
| Admin fee / account holder | $15 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |