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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 | $59,844 | $90,607-34.0% | $79,467-24.7% | $135,380-55.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.87% | 977.74%-983.6pp | 718.30%-724.2pp | 519.81%-525.7pp |
| Employer contribution / active EE | $5,250 | $3,068+71.1% | $2,800+87.5% | $4,779+9.9% |
| Participant deferral / active EE | $5,350 | $4,050+32.1% | $3,704+44.4% | $5,609-4.6% |
| Admin fee / account holder | $23 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |