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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 | $90,414 | $138,114-34.5% | $125,391-27.9% | $134,545-32.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.48% | 750.88%-765.4pp | 572.41%-586.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $3,500 | $5,246-33.3% | $4,816-27.3% | $4,742-26.2% |
| Participant deferral / active EE | $10,414 | $7,801+33.5% | $7,448+39.8% | $6,401+62.7% |
| Admin fee / account holder | $165 | $11,570-98.6% | $10,009-98.3% | $11,431-98.6% |