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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 | $34,693 | $84,697-59.0% | $73,845-53.0% | $125,393-72.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.19% | 3123.66%-3125.9pp | 2267.91%-2270.1pp | 282.23%-284.4pp |
| Employer contribution / active EE | $2,880 | $3,123-7.8% | $2,788+3.3% | $4,866-40.8% |
| Participant deferral / active EE | $6,530 | $3,993+63.5% | $3,583+82.2% | $5,351+22.0% |
| Admin fee / account holder | $5 | $5,692-99.9% | $4,881-99.9% | $9,541-99.9% |