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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 | $36,393 | $99,644-63.5% | $86,438-57.9% | $134,532-72.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.00% | 6787.26%-6787.3pp | 4397.19%-4397.2pp | 418.27%-418.3pp |
| Employer contribution / active EE | $6,301 | $4,402+43.1% | $3,769+67.2% | $4,741+32.9% |
| Participant deferral / active EE | $11,302 | $7,247+55.9% | $6,952+62.6% | $6,401+76.6% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |