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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 | $53,512 | $90,617-40.9% | $79,476-32.7% | $135,382-60.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.45% | 977.57%-987.0pp | 718.21%-727.7pp | 519.77%-529.2pp |
| Employer contribution / active EE | $4,611 | $3,068+50.3% | $2,800+64.6% | $4,779-3.5% |
| Participant deferral / active EE | $9,292 | $4,050+129.4% | $3,704+150.9% | $5,609+65.7% |
| Admin fee / account holder | $255 | $5,907-95.7% | $5,113-95.0% | $10,829-97.6% |