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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 | $26,473 | $138,078-80.8% | $125,363-78.9% | $134,509-80.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.49%-750.5pp | 572.15%-572.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $3,923 | $5,245-25.2% | $4,815-18.5% | $4,741-17.2% |
| Participant deferral / active EE | $23,711 | $7,800+204.0% | $7,447+218.4% | $6,400+270.5% |
| Admin fee / account holder | $162 | $11,566-98.6% | $10,005-98.4% | $11,427-98.6% |