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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 | $149,567 | $92,743+61.3% | $82,744+80.8% | $134,532+11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -7.46% | 946.63%-954.1pp | 702.22%-709.7pp | 418.27%-425.7pp |
| Employer contribution / active EE | $26,000 | $3,273+694.4% | $3,008+764.3% | $4,741+448.4% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |