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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 | $67,104 | $84,684-20.8% | $73,835-9.1% | $125,388-46.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.10% | 3123.93%-3123.8pp | 2268.13%-2268.0pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,287 | $3,123-26.8% | $2,788-18.0% | $4,866-53.0% |
| Participant deferral / active EE | $3,056 | $3,993-23.5% | $3,583-14.7% | $5,352-42.9% |
| Admin fee / account holder | $15 | $5,691-99.7% | $4,880-99.7% | $9,541-99.8% |