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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 | $21,708 | $96,361-77.5% | $80,607-73.1% | $139,456-84.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1350.95%-1350.9pp | 936.11%-936.1pp | 373.45%-373.4pp |
| Employer contribution / active EE | $5,730 | $3,262+75.6% | $2,724+110.3% | $4,753+20.6% |
| Participant deferral / active EE | $14,325 | $5,232+173.8% | $4,448+222.1% | $6,711+113.4% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |