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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 | $34,025 | $84,685-59.8% | $73,836-53.9% | $125,389-72.9% |
| Participation rate | 83.3% | 76.8%+6.6pp | 73.4%+9.9pp | 83.2%+0.1pp |
| Annual return | -1.00% | 3123.80%-3124.8pp | 2268.06%-2269.1pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,247 | $3,123-28.1% | $2,787-19.4% | $4,866-53.8% |
| Participant deferral / active EE | $9,427 | $3,993+136.1% | $3,583+163.1% | $5,352+76.2% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |