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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 | $89,046 | $90,617-1.7% | $79,476+12.0% | $135,382-34.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.16% | 977.57%-980.7pp | 718.21%-721.4pp | 519.77%-522.9pp |
| Employer contribution / active EE | $950 | $3,068-69.0% | $2,800-66.1% | $4,779-80.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $182 | $5,907-96.9% | $5,113-96.4% | $10,829-98.3% |