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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 | $51,666 | $169,237-69.5% | $129,339-60.1% | $145,978-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 14364.43%-14364.4pp | 9437.05%-9437.1pp | 550.52%-550.5pp |
| Employer contribution / active EE | $17,689 | $5,540+219.3% | $4,154+325.8% | $4,662+279.4% |
| Participant deferral / active EE | $28,475 | $4,991+470.5% | $4,170+582.9% | $6,690+325.7% |
| Admin fee / account holder | $191 | $9,882-98.1% | $7,668-97.5% | $13,400-98.6% |