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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 | $88,585 | $84,685+4.6% | $73,836+20.0% | $125,389-29.4% |
| Participation rate | 88.2% | 76.8%+11.5pp | 73.4%+14.8pp | 83.2%+5.0pp |
| Annual return | -0.97% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $2,034 | $3,123-34.9% | $2,787-27.0% | $4,866-58.2% |
| Participant deferral / active EE | $3,905 | $3,993-2.2% | $3,583+9.0% | $5,352-27.0% |
| Admin fee / account holder | $57 | $5,694-99.0% | $4,882-98.8% | $9,541-99.4% |