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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 | $56,476 | $82,630-31.7% | $64,105-11.9% | $125,389-55.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.70% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $2,967 | $2,671+11.1% | $1,820+63.1% | $4,866-39.0% |
| Participant deferral / active EE | $7,773 | $3,608+115.4% | $2,822+175.5% | $5,352+45.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |