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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 | $67,794 | $84,685-19.9% | $73,836-8.2% | $125,389-45.9% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.4%+6.6pp | 83.2%-3.2pp |
| Annual return | -0.72% | 3123.80%-3124.5pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $5,812 | $3,123+86.1% | $2,787+108.5% | $4,866+19.4% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |