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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 | $101,274 | $92,766+9.2% | $82,763+22.4% | $134,545-24.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -3.46% | 946.97%-950.4pp | 702.45%-705.9pp | 418.37%-421.8pp |
| Employer contribution / active EE | $342 | $3,273-89.6% | $3,008-88.6% | $4,742-92.8% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $171 | $5,978-97.1% | $5,325-96.8% | $11,431-98.5% |