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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 | $24,100 | $84,684-71.5% | $73,835-67.4% | $125,388-80.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.44% | 3123.93%-3125.4pp | 2268.13%-2269.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $3,743 | $3,123+19.8% | $2,788+34.3% | $4,866-23.1% |
| Participant deferral / active EE | $958 | $3,993-76.0% | $3,583-73.3% | $5,352-82.1% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,541-100.0% |