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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 | $72,274 | $84,694-14.7% | $73,843-2.1% | $125,392-42.4% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.4%+1.6pp | 83.2%-8.2pp |
| Annual return | -1.06% | 3123.66%-3124.7pp | 2267.91%-2269.0pp | 282.23%-283.3pp |
| Employer contribution / active EE | $1,682 | $3,123-46.1% | $2,787-39.6% | $4,866-65.4% |
| Participant deferral / active EE | $9,172 | $3,992+129.7% | $3,583+156.0% | $5,351+71.4% |
| Admin fee / account holder | $172 | $5,691-97.0% | $4,880-96.5% | $9,541-98.2% |