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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 | $31,851 | $160,059-80.1% | $140,019-77.3% | $135,380-76.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -3.95% | 911.48%-915.4pp | 651.17%-655.1pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,935 | $6,420-69.9% | $5,605-65.5% | $4,779-59.5% |
| Participant deferral / active EE | $6,424 | $7,641-15.9% | $6,927-7.3% | $5,609+14.5% |
| Admin fee / account holder | $28 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |