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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 | $24,985 | $138,068-81.9% | $125,358-80.1% | $134,493-81.4% |
| 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 | $6,591 | $5,244+25.7% | $4,814+36.9% | $4,740+39.0% |
| Participant deferral / active EE | $18,875 | $7,799+142.0% | $7,447+153.5% | $6,400+194.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |