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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 | $38,502 | $84,684-54.5% | $73,835-47.9% | $125,388-69.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.42% | 3123.93%-3125.4pp | 2268.13%-2269.5pp | 282.24%-283.7pp |
| Employer contribution / active EE | $4,837 | $3,123+54.9% | $2,788+73.5% | $4,866-0.6% |
| Participant deferral / active EE | $7,716 | $3,993+93.3% | $3,583+115.3% | $5,352+44.2% |
| Admin fee / account holder | $242 | $5,691-95.8% | $4,880-95.1% | $9,541-97.5% |