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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 | $138,235 | $101,283+36.5% | $75,826+82.3% | $135,380+2.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | -7.48% | 3384.62%-3392.1pp | 1914.15%-1921.6pp | 519.81%-527.3pp |
| Employer contribution / active EE | $5,827 | $2,382+144.6% | $1,913+204.5% | $4,779+21.9% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $73 | $6,539-98.9% | $4,726-98.5% | $10,828-99.3% |