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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 | $60,780 | $90,607-32.9% | $79,467-23.5% | $135,380-55.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -7.22% | 977.74%-985.0pp | 718.30%-725.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $6,545 | $3,068+113.4% | $2,800+133.7% | $4,779+37.0% |
| Participant deferral / active EE | $10,765 | $4,050+165.8% | $3,704+190.6% | $5,609+91.9% |
| Admin fee / account holder | $292 | $5,895-95.0% | $5,104-94.3% | $10,828-97.3% |