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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 | $101,320 | $90,606+11.8% | $79,466+27.5% | $135,379-25.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.58% | 977.69%-987.3pp | 718.28%-727.9pp | 519.79%-529.4pp |
| Employer contribution / active EE | $3,021 | $3,068-1.5% | $2,800+7.9% | $4,779-36.8% |
| Participant deferral / active EE | $5,921 | $4,050+46.2% | $3,704+59.9% | $5,609+5.6% |
| Admin fee / account holder | $159 | $5,895-97.3% | $5,104-96.9% | $10,828-98.5% |