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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 | $84,739 | $88,603-4.4% | $69,890+21.2% | $134,545-37.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -0.94% | 442.93%-443.9pp | 190.84%-191.8pp | 418.37%-419.3pp |
| Employer contribution / active EE | $947 | $3,236-70.7% | $2,560-63.0% | $4,742-80.0% |
| Participant deferral / active EE | $1,183 | $4,771-75.2% | $3,848-69.3% | $6,401-81.5% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |