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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 | $26,441 | $99,668-73.5% | $86,451-69.4% | $134,545-80.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.01% | 6789.61%-6809.6pp | 4398.51%-4418.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $6,773 | $4,403+53.8% | $3,770+79.6% | $4,742+42.8% |
| Participant deferral / active EE | $14,630 | $7,249+101.8% | $6,953+110.4% | $6,401+128.5% |
| Admin fee / account holder | $25 | $8,377-99.7% | $6,734-99.6% | $11,431-99.8% |