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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 | $39,949 | $92,766-56.9% | $82,763-51.7% | $134,545-70.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.18% | 946.97%-965.2pp | 702.45%-720.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $2,468 | $3,273-24.6% | $3,008-18.0% | $4,742-48.0% |
| Participant deferral / active EE | $20,014 | $4,802+316.8% | $4,395+355.4% | $6,401+212.7% |
| Admin fee / account holder | $57 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |