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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 | $46,190 | $97,732-52.7% | $83,831-44.9% | $135,380-65.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.65% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,565 | $4,222-62.9% | $3,631-56.9% | $4,779-67.3% |
| Participant deferral / active EE | $7,763 | $4,683+65.8% | $4,082+90.2% | $5,609+38.4% |
| Admin fee / account holder | $138 | $6,675-97.9% | $5,479-97.5% | $10,828-98.7% |