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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 | $8,779 | $104,106-91.6% | $71,086-87.6% | $135,382-93.5% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -8.97% | 1256.30%-1265.3pp | 650.59%-659.6pp | 519.77%-528.7pp |
| Employer contribution / active EE | $608 | $1,485-59.1% | $1,088-44.1% | $4,779-87.3% |
| Participant deferral / active EE | $1,050 | $2,527-58.4% | $1,874-44.0% | $5,609-81.3% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |