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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 | $71,809 | $97,732-26.5% | $83,831-14.3% | $135,380-47.0% |
| Participation rate | 72.7% | 80.0%-7.2pp | 76.1%-3.4pp | 82.6%-9.9pp |
| Annual return | -8.67% | 1287.56%-1296.2pp | 850.99%-859.7pp | 519.81%-528.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,250 | $4,683+33.5% | $4,082+53.1% | $5,609+11.4% |
| Admin fee / account holder | $285 | $6,675-95.7% | $5,479-94.8% | $10,828-97.4% |