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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 | $90,617-52.5% | $79,476-45.8% | $135,382-68.2% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -8.09% | 977.57%-985.7pp | 718.21%-726.3pp | 519.77%-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 | $5,907-98.2% | $5,113-97.9% | $10,829-99.0% |