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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 | $53,244 | $90,607-41.2% | $79,467-33.0% | $135,380-60.7% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -2.69% | 977.74%-980.4pp | 718.30%-721.0pp | 519.81%-522.5pp |
| Employer contribution / active EE | $2,479 | $3,068-19.2% | $2,800-11.5% | $4,779-48.1% |
| Participant deferral / active EE | $8,950 | $4,050+121.0% | $3,704+141.6% | $5,609+59.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |