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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 | $13,584 | $84,685-84.0% | $73,836-81.6% | $125,389-89.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.94% | 3123.80%-3125.7pp | 2268.06%-2270.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,828 | $3,123-41.5% | $2,787-34.4% | $4,866-62.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |