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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 | $29,658 | $90,606-67.3% | $79,466-62.7% | $135,379-78.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.04% | 977.69%-985.7pp | 718.28%-726.3pp | 519.79%-527.8pp |
| Employer contribution / active EE | $3,816 | $3,068+24.4% | $2,800+36.3% | $4,779-20.2% |
| Participant deferral / active EE | $4,128 | $4,050+1.9% | $3,704+11.5% | $5,609-26.4% |
| Admin fee / account holder | $4 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |