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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 | $49,103 | $93,117-47.3% | $77,096-36.3% | $134,532-63.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -1.42% | 62.67%-64.1pp | 42.35%-43.8pp | 418.27%-419.7pp |
| Employer contribution / active EE | $2,202 | $3,420-35.6% | $2,814-21.7% | $4,741-53.5% |
| Participant deferral / active EE | $5,566 | $5,241+6.2% | $4,429+25.7% | $6,401-13.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |