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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 | $24,909 | $109,344-77.2% | $89,400-72.1% | $158,950-84.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 0.00% | 345.73%-345.7pp | 245.64%-245.6pp | 302.91%-302.9pp |
| Employer contribution / active EE | $5,000 | $3,170+57.7% | $2,586+93.4% | $4,762+5.0% |
| Participant deferral / active EE | $19,510 | $4,599+324.2% | $3,890+401.5% | $5,983+226.1% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |