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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 | $45,705 | $90,607-49.6% | $79,467-42.5% | $135,380-66.2% |
| Participation rate | 77.8% | 76.0%+1.7pp | 73.3%+4.4pp | 82.6%-4.9pp |
| Annual return | -6.36% | 977.74%-984.1pp | 718.30%-724.7pp | 519.81%-526.2pp |
| Employer contribution / active EE | $6,493 | $3,068+111.7% | $2,800+131.9% | $4,779+35.9% |
| Participant deferral / active EE | $6,410 | $4,050+58.3% | $3,704+73.1% | $5,609+14.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |