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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 | $58,426 | $90,607-35.5% | $79,467-26.5% | $135,380-56.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.36% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $9,547 | $3,068+211.2% | $2,800+240.9% | $4,779+99.8% |
| Participant deferral / active EE | $7,124 | $4,050+75.9% | $3,704+92.3% | $5,609+27.0% |
| Admin fee / account holder | $249 | $5,895-95.8% | $5,104-95.1% | $10,828-97.7% |