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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 | $21,813 | $84,685-74.2% | $73,836-70.5% | $125,389-82.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.31% | 3123.80%-3122.5pp | 2268.06%-2266.7pp | 282.24%-280.9pp |
| Employer contribution / active EE | $1,661 | $3,123-46.8% | $2,787-40.4% | $4,866-65.9% |
| Participant deferral / active EE | $2,767 | $3,993-30.7% | $3,583-22.8% | $5,352-48.3% |
| Admin fee / account holder | $176 | $5,694-96.9% | $4,882-96.4% | $9,541-98.2% |