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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 | $68,375 | $92,743-26.3% | $82,744-17.4% | $134,532-49.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.53% | 946.63%-966.2pp | 702.22%-721.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $3,769 | $3,273+15.2% | $3,008+25.3% | $4,741-20.5% |
| Participant deferral / active EE | $7,955 | $4,802+65.7% | $4,395+81.0% | $6,401+24.3% |
| Admin fee / account holder | $12 | $5,977-99.8% | $5,325-99.8% | $11,429-99.9% |