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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 | $30,947 | $99,647-68.9% | $86,439-64.2% | $134,509-77.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.81% | 6784.13%-6800.9pp | 4395.55%-4412.4pp | 418.13%-434.9pp |
| Employer contribution / active EE | $2,416 | $4,401-45.1% | $3,769-35.9% | $4,741-49.0% |
| Participant deferral / active EE | $4,270 | $7,246-41.1% | $6,952-38.6% | $6,400-33.3% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |