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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 | $17,785 | $92,684-80.8% | $82,706-78.5% | $134,509-86.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 945.84%-964.8pp | 701.76%-720.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $3,050 | $3,272-6.8% | $3,007+1.4% | $4,741-35.7% |
| Participant deferral / active EE | $4,977 | $4,800+3.7% | $4,394+13.3% | $6,400-22.2% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |