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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 | $106,078 | $197,819-46.4% | $155,789-31.9% | $125,389-15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.21% | 86.73%-86.9pp | 71.54%-71.7pp | 282.24%-282.5pp |
| Employer contribution / active EE | $4,207 | $4,850-13.3% | $3,839+9.6% | $4,866-13.5% |
| Participant deferral / active EE | $11,120 | $5,631+97.5% | $4,798+131.8% | $5,352+107.8% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |