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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 | $54,276 | $160,059-66.1% | $140,019-61.2% | $135,379-59.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.44%-911.4pp | 651.15%-651.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $12,680 | $6,420+97.5% | $5,605+126.2% | $4,779+165.3% |
| Participant deferral / active EE | $2,839 | $7,641-62.9% | $6,927-59.0% | $5,609-49.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |