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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 | $40,270 | $135,645-70.3% | $110,243-63.5% | $135,379-70.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.10% | 513.24%-519.3pp | 314.76%-320.9pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,193 | $4,907-75.7% | $3,827-68.8% | $4,779-75.0% |
| Participant deferral / active EE | $2,519 | $5,507-54.3% | $4,672-46.1% | $5,609-55.1% |
| Admin fee / account holder | $6 | $11,458-100.0% | $8,548-99.9% | $10,828-99.9% |