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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 | $33,302 | $190,916-82.6% | $160,037-79.2% | $134,545-75.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.80% | 552.79%-554.6pp | 408.95%-410.8pp | 418.37%-420.2pp |
| Employer contribution / active EE | $2,428 | $4,996-51.4% | $4,226-42.6% | $4,742-48.8% |
| Participant deferral / active EE | $5,965 | $6,925-13.9% | $6,184-3.5% | $6,401-6.8% |
| Admin fee / account holder | $25 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |