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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 | $33,975 | $156,963-78.4% | $121,204-72.0% | $139,466-75.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1476.75%-1476.7pp | 987.18%-987.2pp | 373.66%-373.7pp |
| Employer contribution / active EE | $5,943 | $5,544+7.2% | $4,170+42.5% | $4,754+25.0% |
| Participant deferral / active EE | $15,013 | $4,848+209.7% | $4,083+267.7% | $6,712+123.7% |
| Admin fee / account holder | $278 | $6,953-96.0% | $5,651-95.1% | $11,409-97.6% |