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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 | $30,622 | $84,685-63.8% | $73,836-58.5% | $125,389-75.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.85% | 3123.80%-3124.6pp | 2268.06%-2268.9pp | 282.24%-283.1pp |
| Employer contribution / active EE | $3,459 | $3,123+10.7% | $2,787+24.1% | $4,866-28.9% |
| Participant deferral / active EE | $4,434 | $3,993+11.0% | $3,583+23.7% | $5,352-17.2% |
| Admin fee / account holder | $10 | $5,694-99.8% | $4,882-99.8% | $9,541-99.9% |