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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 | $72,421 | $84,685-14.5% | $73,836-1.9% | $125,389-42.2% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | -1.09% | 3123.80%-3124.9pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $9,257 | $3,123+196.4% | $2,787+232.1% | $4,866+90.2% |
| Participant deferral / active EE | $5,504 | $3,993+37.9% | $3,583+53.6% | $5,352+2.9% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |