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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 | $13,654 | $96,388-85.8% | $80,627-83.1% | $139,466-90.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 1352.08%-1352.1pp | 936.76%-936.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,472 | $3,260+6.5% | $2,723+27.5% | $4,754-27.0% |
| Participant deferral / active EE | $9,375 | $5,224+79.4% | $4,443+111.0% | $6,712+39.7% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |