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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 | $102,438 | $90,600+13.1% | $79,464+28.9% | $135,377-24.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -6.86% | 977.43%-984.3pp | 718.14%-725.0pp | 519.75%-526.6pp |
| Employer contribution / active EE | $6,425 | $3,068+109.4% | $2,800+129.4% | $4,779+34.4% |
| Participant deferral / active EE | $11,209 | $4,050+176.8% | $3,704+202.6% | $5,609+99.9% |
| Admin fee / account holder | $208 | $5,907-96.5% | $5,113-95.9% | $10,828-98.1% |