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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 | $23,171 | $104,106-77.7% | $71,086-67.4% | $135,379-82.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.81% | 1256.30%-1261.1pp | 650.59%-655.4pp | 519.79%-524.6pp |
| Employer contribution / active EE | $4,921 | $1,485+231.4% | $1,088+352.4% | $4,779+3.0% |
| Participant deferral / active EE | $3,659 | $2,527+44.8% | $1,874+95.2% | $5,609-34.8% |
| Admin fee / account holder | $59 | $4,142-98.6% | $3,082-98.1% | $10,828-99.5% |