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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 | $106,981 | $180,462-40.7% | $154,111-30.6% | $135,379-21.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.56% | 888.17%-888.7pp | 735.18%-735.7pp | 519.79%-520.4pp |
| Employer contribution / active EE | $3,552 | $6,036-41.2% | $5,298-33.0% | $4,779-25.7% |
| Participant deferral / active EE | $3,552 | $5,806-38.8% | $5,081-30.1% | $5,609-36.7% |
| Admin fee / account holder | $12 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |