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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 | $52,121 | $92,684-43.8% | $82,706-37.0% | $134,509-61.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.55% | 945.84%-966.4pp | 701.76%-722.3pp | 418.13%-438.7pp |
| Employer contribution / active EE | $4,126 | $3,272+26.1% | $3,007+37.2% | $4,741-13.0% |
| Participant deferral / active EE | $4,869 | $4,800+1.4% | $4,394+10.8% | $6,400-23.9% |
| Admin fee / account holder | $8 | $5,982-99.9% | $5,329-99.9% | $11,427-99.9% |