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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 | $21,469 | $97,732-78.0% | $83,831-74.4% | $135,380-84.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.66% | 1287.56%-1291.2pp | 850.99%-854.6pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,349 | $4,222-68.0% | $3,631-62.8% | $4,779-71.8% |
| Participant deferral / active EE | $2,107 | $4,683-55.0% | $4,082-48.4% | $5,609-62.4% |
| Admin fee / account holder | $147 | $6,675-97.8% | $5,479-97.3% | $10,828-98.6% |