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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 | $49,372 | $165,399-70.1% | $149,745-67.0% | $158,982-68.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.00% | 348.34%-348.3pp | 276.72%-276.7pp | 302.99%-303.0pp |
| Employer contribution / active EE | $25,950 | $5,105+408.4% | $4,646+458.6% | $4,763+444.9% |
| Participant deferral / active EE | $18,265 | $7,183+154.3% | $6,843+166.9% | $5,983+205.3% |
| Admin fee / account holder | $70 | $10,811-99.4% | $9,312-99.3% | $11,252-99.4% |