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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 | $81,024 | $82,630-1.9% | $64,105+26.4% | $125,393-35.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -0.53% | 1489.72%-1490.2pp | 791.24%-791.8pp | 282.23%-282.8pp |
| Employer contribution / active EE | $2,882 | $2,671+7.9% | $1,820+58.3% | $4,866-40.8% |
| Participant deferral / active EE | $9,226 | $3,608+155.7% | $2,822+227.0% | $5,351+72.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |