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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 | $21,021 | $97,732-78.5% | $83,831-74.9% | $135,380-84.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.75% | 1287.56%-1296.3pp | 850.99%-859.7pp | 519.81%-528.6pp |
| Employer contribution / active EE | $4,845 | $4,222+14.7% | $3,631+33.4% | $4,779+1.4% |
| Participant deferral / active EE | $5,467 | $4,683+16.7% | $4,082+33.9% | $5,609-2.5% |
| Admin fee / account holder | $58 | $6,675-99.1% | $5,479-98.9% | $10,828-99.5% |