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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 | $65,121 | $97,729-33.4% | $83,830-22.3% | $135,379-51.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.97% | 1287.52%-1296.5pp | 850.97%-859.9pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,448 | $4,222-42.0% | $3,631-32.6% | $4,779-48.8% |
| Participant deferral / active EE | $6,673 | $4,683+42.5% | $4,082+63.5% | $5,609+19.0% |
| Admin fee / account holder | $12 | $6,674-99.8% | $5,479-99.8% | $10,828-99.9% |