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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 | $14,654 | $99,668-85.3% | $86,451-83.0% | $134,545-89.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | 0.00% | 6789.61%-6789.6pp | 4398.51%-4398.5pp | 418.37%-418.4pp |
| Employer contribution / active EE | $4,217 | $4,403-4.2% | $3,770+11.9% | $4,742-11.1% |
| Participant deferral / active EE | $7,210 | $7,249-0.5% | $6,953+3.7% | $6,401+12.6% |
| Admin fee / account holder | $16 | $8,377-99.8% | $6,734-99.8% | $11,431-99.9% |