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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 | $23,150 | $112,131-79.4% | $95,964-75.9% | $158,982-85.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 0.00% | 171.19%-171.2pp | 91.64%-91.6pp | 302.99%-303.0pp |
| Employer contribution / active EE | $7,356 | $3,199+129.9% | $2,541+189.5% | $4,763+54.4% |
| Participant deferral / active EE | $13,685 | $4,784+186.0% | $4,167+228.4% | $5,983+128.7% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |