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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 | $35,304 | $90,617-61.0% | $79,476-55.6% | $135,382-73.9% |
| Participation rate | 85.7% | 76.1%+9.7pp | 73.3%+12.4pp | 82.6%+3.1pp |
| Annual return | -8.27% | 977.57%-985.8pp | 718.21%-726.5pp | 519.77%-528.0pp |
| Employer contribution / active EE | $3,667 | $3,068+19.5% | $2,800+30.9% | $4,779-23.3% |
| Participant deferral / active EE | $6,543 | $4,050+61.5% | $3,704+76.6% | $5,609+16.6% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |