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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 | $12,588 | $90,607-86.1% | $79,467-84.2% | $135,380-90.7% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 977.74%-982.1pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,937 | $3,068-36.8% | $2,800-30.8% | $4,779-59.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $193 | $5,895-96.7% | $5,104-96.2% | $10,828-98.2% |