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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 | $25,953 | $90,607-71.4% | $79,467-67.3% | $135,380-80.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.05% | 977.74%-981.8pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $4,219 | $3,068+37.5% | $2,800+50.7% | $4,779-11.7% |
| Participant deferral / active EE | $3,155 | $4,050-22.1% | $3,704-14.8% | $5,609-43.7% |
| Admin fee / account holder | $49 | $5,895-99.2% | $5,104-99.0% | $10,828-99.5% |