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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 | $53,975 | $99,668-45.8% | $86,451-37.6% | $134,545-59.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.28% | 6789.61%-6808.9pp | 4398.51%-4417.8pp | 418.37%-437.6pp |
| Employer contribution / active EE | $20,000 | $4,403+354.2% | $3,770+430.5% | $4,742+321.8% |
| Participant deferral / active EE | $18,250 | $7,249+151.8% | $6,953+162.5% | $6,401+185.1% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |