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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 | $19,481 | $124,175-84.3% | $108,405-82.0% | $167,536-88.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 1380.13%-1380.1pp | 905.55%-905.5pp | 478.82%-478.8pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,342+207.5% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |