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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 | $39,792 | $90,606-56.1% | $79,466-49.9% | $135,379-70.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.58% | 977.69%-983.3pp | 718.28%-723.9pp | 519.79%-525.4pp |
| Employer contribution / active EE | $6,775 | $3,068+120.8% | $2,800+141.9% | $4,779+41.8% |
| Participant deferral / active EE | $3,718 | $4,050-8.2% | $3,704+0.4% | $5,609-33.7% |
| Admin fee / account holder | $7 | $5,895-99.9% | $5,104-99.9% | $10,828-99.9% |