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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 | $16,127 | $84,685-81.0% | $73,836-78.2% | $125,389-87.1% |
| Participation rate | 92.3% | 76.8%+15.5pp | 73.4%+18.9pp | 83.2%+9.1pp |
| Annual return | -1.77% | 3123.80%-3125.6pp | 2268.06%-2269.8pp | 282.24%-284.0pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,125 | $3,993-71.8% | $3,583-68.6% | $5,352-79.0% |
| Admin fee / account holder | $244 | $5,694-95.7% | $4,882-95.0% | $9,541-97.4% |