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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 | $85,128 | $90,607-6.0% | $79,467+7.1% | $135,380-37.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.06% | 977.74%-983.8pp | 718.30%-724.4pp | 519.81%-525.9pp |
| Employer contribution / active EE | $2,714 | $3,068-11.5% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $10,063 | $4,050+148.4% | $3,704+171.7% | $5,609+79.4% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |