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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 | $44,339 | $97,761-54.6% | $83,850-47.1% | $135,382-67.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.38% | 1287.44%-1295.8pp | 850.92%-859.3pp | 519.77%-528.1pp |
| Employer contribution / active EE | $25,463 | $4,222+503.1% | $3,631+601.3% | $4,779+432.8% |
| Participant deferral / active EE | $9,301 | $4,682+98.6% | $4,082+127.9% | $5,609+65.8% |
| Admin fee / account holder | $14 | $6,674-99.8% | $5,478-99.7% | $10,829-99.9% |