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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 | $64,316 | $99,644-35.5% | $86,438-25.6% | $134,532-52.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.04% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $14,335 | $4,402+225.6% | $3,769+280.3% | $4,741+202.4% |
| Participant deferral / active EE | $20,500 | $7,247+182.9% | $6,952+194.9% | $6,401+220.3% |
| Admin fee / account holder | $128 | $8,375-98.5% | $6,733-98.1% | $11,429-98.9% |