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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 | $40,483 | $160,059-74.7% | $140,019-71.1% | $135,380-70.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.98% | 911.48%-920.5pp | 651.17%-660.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,647 | $6,420-58.8% | $5,605-52.8% | $4,779-44.6% |
| Participant deferral / active EE | $10,120 | $7,641+32.5% | $6,927+46.1% | $5,609+80.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |