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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 | $227,217 | $90,607+150.8% | $79,467+185.9% | $135,380+67.8% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.55% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,741 | $3,068-43.3% | $2,800-37.8% | $4,779-63.6% |
| Participant deferral / active EE | $4,190 | $4,050+3.4% | $3,704+13.1% | $5,609-25.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |