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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 | $84,829 | $97,732-13.2% | $83,831+1.2% | $135,380-37.3% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -2.33% | 1287.56%-1289.9pp | 850.99%-853.3pp | 519.81%-522.1pp |
| Employer contribution / active EE | $11,805 | $4,222+179.6% | $3,631+225.1% | $4,779+147.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |