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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 | $37,873 | $97,732-61.2% | $83,831-54.8% | $135,380-72.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.98% | 1287.56%-1290.5pp | 850.99%-854.0pp | 519.81%-522.8pp |
| Employer contribution / active EE | $4,983 | $4,222+18.0% | $3,631+37.2% | $4,779+4.3% |
| Participant deferral / active EE | $12,333 | $4,683+163.4% | $4,082+202.1% | $5,609+119.9% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |