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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 | $32,475 | $92,684-65.0% | $82,706-60.7% | $134,509-75.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.75% | 945.84%-960.6pp | 701.76%-716.5pp | 418.13%-432.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,350 | $4,800-51.0% | $4,394-46.5% | $6,400-63.3% |
| Admin fee / account holder | $67 | $5,982-98.9% | $5,329-98.7% | $11,427-99.4% |