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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 | $104,040 | $97,732+6.5% | $83,831+24.1% | $135,380-23.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.73% | 1287.56%-1293.3pp | 850.99%-856.7pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,723 | $4,222-59.2% | $3,631-52.6% | $4,779-64.0% |
| Participant deferral / active EE | $6,000 | $4,683+28.1% | $4,082+47.0% | $5,609+7.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |