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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 | $21,154 | $138,114-84.7% | $125,391-83.1% | $134,545-84.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,891 | $5,246-6.8% | $4,816+1.6% | $4,742+3.1% |
| Participant deferral / active EE | $17,277 | $7,801+121.5% | $7,448+132.0% | $6,401+169.9% |
| Admin fee / account holder | $263 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |