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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 | $68,525 | $82,630-17.1% | $64,105+6.9% | $125,389-45.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.82% | 1489.72%-1490.5pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,538 | $2,671-5.0% | $1,820+39.4% | $4,866-47.9% |
| Participant deferral / active EE | $4,757 | $3,608+31.8% | $2,822+68.6% | $5,352-11.1% |
| Admin fee / account holder | $6 | $6,382-99.9% | $4,499-99.9% | $9,541-99.9% |