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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 | $74,004 | $90,607-18.3% | $79,467-6.9% | $135,380-45.3% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -5.26% | 977.74%-983.0pp | 718.30%-723.6pp | 519.81%-525.1pp |
| Employer contribution / active EE | $1,144 | $3,068-62.7% | $2,800-59.1% | $4,779-76.1% |
| Participant deferral / active EE | $10,920 | $4,050+169.6% | $3,704+194.8% | $5,609+94.7% |
| Admin fee / account holder | $18 | $5,895-99.7% | $5,104-99.6% | $10,828-99.8% |