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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 | $98,167 | $82,630+18.8% | $64,105+53.1% | $125,389-21.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.81% | 1489.72%-1490.5pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $7,824 | $2,671+192.9% | $1,820+329.9% | $4,866+60.8% |
| Participant deferral / active EE | $3,741 | $3,608+3.7% | $2,822+32.6% | $5,352-30.1% |
| Admin fee / account holder | $272 | $6,382-95.7% | $4,499-94.0% | $9,541-97.1% |