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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 | $62,948 | $84,684-25.7% | $73,835-14.7% | $125,388-49.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.17% | 3123.93%-3124.1pp | 2268.13%-2268.3pp | 282.24%-282.4pp |
| Employer contribution / active EE | $3,905 | $3,123+25.0% | $2,788+40.1% | $4,866-19.8% |
| Participant deferral / active EE | $9,816 | $3,993+145.9% | $3,583+174.0% | $5,352+83.4% |
| Admin fee / account holder | $17 | $5,691-99.7% | $4,880-99.7% | $9,541-99.8% |