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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 | $72,018 | $97,761-26.3% | $83,850-14.1% | $135,382-46.8% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -9.19% | 1287.44%-1296.6pp | 850.92%-860.1pp | 519.77%-529.0pp |
| Employer contribution / active EE | $2,000 | $4,222-52.6% | $3,631-44.9% | $4,779-58.1% |
| Participant deferral / active EE | $3,509 | $4,682-25.1% | $4,082-14.0% | $5,609-37.4% |
| Admin fee / account holder | $296 | $6,674-95.6% | $5,478-94.6% | $10,829-97.3% |