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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 | $31,111 | $92,766-66.5% | $82,763-62.4% | $134,545-76.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.50% | 946.97%-959.5pp | 702.45%-714.9pp | 418.37%-430.9pp |
| Employer contribution / active EE | $1,480 | $3,273-54.8% | $3,008-50.8% | $4,742-68.8% |
| Participant deferral / active EE | $1,945 | $4,802-59.5% | $4,395-55.8% | $6,401-69.6% |
| Admin fee / account holder | $65 | $5,978-98.9% | $5,325-98.8% | $11,431-99.4% |