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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 | $26,393 | $138,114-80.9% | $125,391-79.0% | $134,545-80.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $5,585 | $5,246+6.5% | $4,816+16.0% | $4,742+17.8% |
| Participant deferral / active EE | $14,677 | $7,801+88.1% | $7,448+97.1% | $6,401+129.3% |
| Admin fee / account holder | $53 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |