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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 | $12,908 | $92,766-86.1% | $82,763-84.4% | $134,545-90.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.49% | 946.97%-961.5pp | 702.45%-716.9pp | 418.37%-432.9pp |
| Employer contribution / active EE | $1,585 | $3,273-51.6% | $3,008-47.3% | $4,742-66.6% |
| Participant deferral / active EE | $4,035 | $4,802-16.0% | $4,395-8.2% | $6,401-37.0% |
| Admin fee / account holder | $66 | $5,978-98.9% | $5,325-98.8% | $11,431-99.4% |