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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 | $71,114 | $90,617-21.5% | $79,476-10.5% | $135,382-47.5% |
| Participation rate | 90.0% | 76.1%+13.9pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -5.36% | 977.57%-982.9pp | 718.21%-723.6pp | 519.77%-525.1pp |
| Employer contribution / active EE | $2,530 | $3,068-17.5% | $2,800-9.6% | $4,779-47.1% |
| Participant deferral / active EE | $4,041 | $4,050-0.2% | $3,704+9.1% | $5,609-28.0% |
| Admin fee / account holder | $27 | $5,907-99.5% | $5,113-99.5% | $10,829-99.7% |