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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 | $59,150 | $97,761-39.5% | $83,850-29.5% | $135,382-56.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.83% | 1287.44%-1294.3pp | 850.92%-857.8pp | 519.77%-526.6pp |
| Employer contribution / active EE | $2,258 | $4,222-46.5% | $3,631-37.8% | $4,779-52.8% |
| Participant deferral / active EE | $4,473 | $4,682-4.5% | $4,082+9.6% | $5,609-20.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |