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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 | $26,049 | $138,075-81.1% | $123,552-78.9% | $135,379-80.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $13,687 | $5,152+165.7% | $4,628+195.7% | $4,779+186.4% |
| Participant deferral / active EE | $13,687 | $6,800+101.3% | $6,426+113.0% | $5,609+144.0% |
| Admin fee / account holder | $51 | $10,917-99.5% | $9,285-99.5% | $10,828-99.5% |