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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 | $11,020 | $90,617-87.8% | $79,476-86.1% | $135,382-91.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.76% | 977.57%-986.3pp | 718.21%-727.0pp | 519.77%-528.5pp |
| Employer contribution / active EE | $1,702 | $3,068-44.5% | $2,800-39.2% | $4,779-64.4% |
| Participant deferral / active EE | $3,416 | $4,050-15.7% | $3,704-7.8% | $5,609-39.1% |
| Admin fee / account holder | $14 | $5,907-99.8% | $5,113-99.7% | $10,829-99.9% |