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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 | $57,371 | $198,461-71.1% | $170,436-66.3% | $147,585-61.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.57%-578.6pp |
| Employer contribution / active EE | $11,138 | $6,184+80.1% | $5,433+105.0% | $4,876+128.4% |
| Participant deferral / active EE | $12,703 | $5,629+125.7% | $4,939+157.2% | $5,439+133.6% |
| Admin fee / account holder | $177 | $16,852-98.9% | $13,880-98.7% | $10,885-98.4% |