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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 | $49,330 | $138,114-64.3% | $125,391-60.7% | $134,545-63.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.12% | 750.88%-770.0pp | 572.41%-591.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $2,047 | $5,246-61.0% | $4,816-57.5% | $4,742-56.8% |
| Participant deferral / active EE | $6,200 | $7,801-20.5% | $7,448-16.8% | $6,401-3.2% |
| Admin fee / account holder | $83 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |