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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 | $43,050 | $90,606-52.5% | $79,466-45.8% | $135,379-68.2% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -8.09% | 977.69%-985.8pp | 718.28%-726.4pp | 519.79%-527.9pp |
| Employer contribution / active EE | $4,958 | $3,068+61.6% | $2,800+77.1% | $4,779+3.8% |
| Participant deferral / active EE | $9,984 | $4,050+146.5% | $3,704+169.6% | $5,609+78.0% |
| Admin fee / account holder | $105 | $5,895-98.2% | $5,104-97.9% | $10,828-99.0% |