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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 | $20,242 | $90,617-77.7% | $79,476-74.5% | $135,382-85.0% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -7.31% | 977.57%-984.9pp | 718.21%-725.5pp | 519.77%-527.1pp |
| Employer contribution / active EE | $3,716 | $3,068+21.1% | $2,800+32.7% | $4,779-22.2% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |