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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 | $91,985 | $101,283-9.2% | $75,826+21.3% | $135,379-32.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -8.13% | 3384.62%-3392.8pp | 1914.15%-1922.3pp | 519.79%-527.9pp |
| Employer contribution / active EE | $1,488 | $2,382-37.5% | $1,913-22.2% | $4,779-68.9% |
| Participant deferral / active EE | $3,817 | $3,469+10.0% | $2,862+33.3% | $5,609-31.9% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |