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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 | $41,806 | $90,607-53.9% | $79,467-47.4% | $135,380-69.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.29% | 977.74%-987.0pp | 718.30%-727.6pp | 519.81%-529.1pp |
| Employer contribution / active EE | $5,706 | $3,068+86.0% | $2,800+103.8% | $4,779+19.4% |
| Participant deferral / active EE | $4,596 | $4,050+13.5% | $3,704+24.1% | $5,609-18.1% |
| Admin fee / account holder | $213 | $5,895-96.4% | $5,104-95.8% | $10,828-98.0% |