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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 | $194,389 | $92,766+109.5% | $82,763+134.9% | $134,545+44.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.70% | 946.97%-963.7pp | 702.45%-719.1pp | 418.37%-435.1pp |
| Employer contribution / active EE | $1,307 | $3,273-60.1% | $3,008-56.5% | $4,742-72.4% |
| Participant deferral / active EE | $1,929 | $4,802-59.8% | $4,395-56.1% | $6,401-69.9% |
| Admin fee / account holder | $24 | $5,978-99.6% | $5,325-99.6% | $11,431-99.8% |