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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 | $41,612 | $92,766-55.1% | $82,763-49.7% | $134,545-69.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 946.97%-964.1pp | 702.45%-719.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $5,161 | $3,273+57.7% | $3,008+71.5% | $4,742+8.8% |
| Participant deferral / active EE | $8,023 | $4,802+67.1% | $4,395+82.5% | $6,401+25.3% |
| Admin fee / account holder | $174 | $5,978-97.1% | $5,325-96.7% | $11,431-98.5% |