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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 | $84,138 | $97,759-13.9% | $83,849+0.3% | $135,377-37.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.10% | 1287.41%-1294.5pp | 850.91%-858.0pp | 519.75%-526.9pp |
| Employer contribution / active EE | $24,710 | $4,222+485.3% | $3,631+580.5% | $4,779+417.1% |
| Participant deferral / active EE | $14,050 | $4,682+200.1% | $4,082+244.2% | $5,609+150.5% |
| Admin fee / account holder | $2 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |