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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 | $14,957 | $138,068-89.2% | $125,358-88.1% | $134,493-88.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.30%-750.3pp | 572.03%-572.0pp | 418.01%-418.0pp |
| Employer contribution / active EE | $3,172 | $5,244-39.5% | $4,814-34.1% | $4,740-33.1% |
| Participant deferral / active EE | $11,760 | $7,799+50.8% | $7,447+57.9% | $6,400+83.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |