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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 | $61,910 | $180,462-65.7% | $154,111-59.8% | $135,379-54.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.09% | 888.17%-893.3pp | 735.18%-740.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $4,893 | $6,036-18.9% | $5,298-7.6% | $4,779+2.4% |
| Participant deferral / active EE | $6,379 | $5,806+9.9% | $5,081+25.6% | $5,609+13.7% |
| Admin fee / account holder | $129 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |