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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 | $20,424 | $99,647-79.5% | $86,439-76.4% | $134,509-84.8% |
| Participation rate | 93.3% | 82.1%+11.3pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | 0.00% | 6784.13%-6784.1pp | 4395.55%-4395.5pp | 418.13%-418.1pp |
| Employer contribution / active EE | $11,718 | $4,401+166.3% | $3,769+210.9% | $4,741+147.2% |
| Participant deferral / active EE | $12,745 | $7,246+75.9% | $6,952+83.3% | $6,400+99.1% |
| Admin fee / account holder | $1 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |