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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 | $44,153 | $138,102-68.0% | $125,381-64.8% | $134,532-67.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.33% | 750.73%-753.1pp | 572.31%-574.6pp | 418.27%-420.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $21,957 | $7,801+181.5% | $7,448+194.8% | $6,401+243.0% |
| Admin fee / account holder | $157 | $11,568-98.6% | $10,007-98.4% | $11,429-98.6% |