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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 | $48,035 | $90,606-47.0% | $79,466-39.6% | $135,379-64.5% |
| Participation rate | 90.0% | 76.0%+14.0pp | 73.3%+16.7pp | 82.6%+7.4pp |
| Annual return | -4.44% | 977.69%-982.1pp | 718.28%-722.7pp | 519.79%-524.2pp |
| Employer contribution / active EE | $3,056 | $3,068-0.4% | $2,800+9.1% | $4,779-36.1% |
| Participant deferral / active EE | $3,609 | $4,050-10.9% | $3,704-2.6% | $5,609-35.7% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |