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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 | $118,113 | $90,607+30.4% | $79,467+48.6% | $135,380-12.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.59% | 977.74%-984.3pp | 718.30%-724.9pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,161 | $3,068-62.2% | $2,800-58.5% | $4,779-75.7% |
| Participant deferral / active EE | $2,380 | $4,050-41.2% | $3,704-35.7% | $5,609-57.6% |
| Admin fee / account holder | $8 | $5,895-99.9% | $5,104-99.8% | $10,828-99.9% |