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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 | $19,369 | $84,684-77.1% | $73,835-73.8% | $125,388-84.6% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -2.70% | 3123.93%-3126.6pp | 2268.13%-2270.8pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,274 | $3,123-59.2% | $2,788-54.3% | $4,866-73.8% |
| Participant deferral / active EE | $3,072 | $3,993-23.1% | $3,583-14.3% | $5,352-42.6% |
| Admin fee / account holder | $165 | $5,691-97.1% | $4,880-96.6% | $9,541-98.3% |