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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 | $26,858 | $82,630-67.5% | $64,105-58.1% | $125,389-78.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.74% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $4,451 | $2,671+66.6% | $1,820+144.6% | $4,866-8.5% |
| Participant deferral / active EE | $8,558 | $3,608+137.2% | $2,822+203.3% | $5,352+59.9% |
| Admin fee / account holder | $246 | $6,382-96.1% | $4,499-94.5% | $9,541-97.4% |