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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 | $45,183 | $84,697-46.7% | $73,845-38.8% | $125,393-64.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.50% | 3123.66%-3122.2pp | 2267.91%-2266.4pp | 282.23%-280.7pp |
| Employer contribution / active EE | $2,922 | $3,123-6.5% | $2,788+4.8% | $4,866-40.0% |
| Participant deferral / active EE | $1,944 | $3,993-51.3% | $3,583-45.8% | $5,351-63.7% |
| Admin fee / account holder | $62 | $5,692-98.9% | $4,881-98.7% | $9,541-99.4% |