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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 | $52,849 | $104,577-49.5% | $76,667-31.1% | $152,909-65.4% |
| Participation rate | 90.5% | 76.6%+13.9pp | 72.1%+18.4pp | 82.5%+8.0pp |
| Annual return | 0.00% | 1014.36%-1014.4pp | 1166.74%-1166.7pp | 345.46%-345.5pp |
| Employer contribution / active EE | $434 | $3,119-86.1% | $2,303-81.1% | $4,764-90.9% |
| Participant deferral / active EE | $823 | $4,237-80.6% | $3,336-75.3% | $5,851-85.9% |
| Admin fee / account holder | $0 | $12,290-100.0% | $6,423-100.0% | $11,601-100.0% |