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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 | $36,877 | $138,072-73.3% | $123,549-70.2% | $135,382-72.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.09% | 153.69%-157.8pp | 119.20%-123.3pp | 519.77%-523.9pp |
| Employer contribution / active EE | $3,164 | $5,152-38.6% | $4,628-31.6% | $4,779-33.8% |
| Participant deferral / active EE | $3,916 | $6,799-42.4% | $6,426-39.1% | $5,609-30.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |