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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 | $28,032 | $97,761-71.3% | $83,850-66.6% | $135,382-79.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.83% | 1287.44%-1290.3pp | 850.92%-853.8pp | 519.77%-522.6pp |
| Employer contribution / active EE | $1,927 | $4,222-54.4% | $3,631-46.9% | $4,779-59.7% |
| Participant deferral / active EE | $4,616 | $4,682-1.4% | $4,082+13.1% | $5,609-17.7% |
| Admin fee / account holder | $250 | $6,674-96.2% | $5,478-95.4% | $10,829-97.7% |