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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 | $35,864 | $97,732-63.3% | $83,831-57.2% | $135,380-73.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -9.27% | 1287.56%-1296.8pp | 850.99%-860.3pp | 519.81%-529.1pp |
| Employer contribution / active EE | $2,861 | $4,222-32.2% | $3,631-21.2% | $4,779-40.1% |
| Participant deferral / active EE | $7,059 | $4,683+50.7% | $4,082+72.9% | $5,609+25.9% |
| Admin fee / account holder | $199 | $6,675-97.0% | $5,479-96.4% | $10,828-98.2% |