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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 | $56,148 | $92,766-39.5% | $82,763-32.2% | $134,545-58.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.98% | 946.97%-960.0pp | 702.45%-715.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $3,550 | $3,273+8.4% | $3,008+18.0% | $4,742-25.1% |
| Participant deferral / active EE | $3,550 | $4,802-26.1% | $4,395-19.2% | $6,401-44.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |