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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 | $197,746 | $82,630+139.3% | $64,105+208.5% | $125,389+57.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.66% | 1489.72%-1492.4pp | 791.24%-793.9pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,734 | $2,671-35.1% | $1,820-4.7% | $4,866-64.4% |
| Participant deferral / active EE | $10,686 | $3,608+196.1% | $2,822+278.7% | $5,352+99.7% |
| Admin fee / account holder | $13 | $6,382-99.8% | $4,499-99.7% | $9,541-99.9% |