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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 | $51,870 | $82,630-37.2% | $64,105-19.1% | $125,393-58.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.53% | 1489.72%-1491.2pp | 791.24%-792.8pp | 282.23%-283.8pp |
| Employer contribution / active EE | $12,506 | $2,671+368.2% | $1,820+587.2% | $4,866+157.0% |
| Participant deferral / active EE | $8,477 | $3,608+134.9% | $2,822+200.4% | $5,351+58.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |