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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 | $18,628 | $84,684-78.0% | $73,835-74.8% | $125,388-85.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.12% | 3123.93%-3127.0pp | 2268.13%-2271.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,841 | $3,123+87.0% | $2,788+109.5% | $4,866+20.0% |
| Participant deferral / active EE | $3,339 | $3,993-16.4% | $3,583-6.8% | $5,352-37.6% |
| Admin fee / account holder | $85 | $5,691-98.5% | $4,880-98.3% | $9,541-99.1% |