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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 | $79,570 | $90,606-12.2% | $79,466+0.1% | $135,379-41.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.07% | 977.69%-982.8pp | 718.28%-723.4pp | 519.79%-524.9pp |
| Employer contribution / active EE | $1,331 | $3,068-56.6% | $2,800-52.5% | $4,779-72.1% |
| Participant deferral / active EE | $5,670 | $4,050+40.0% | $3,704+53.1% | $5,609+1.1% |
| Admin fee / account holder | $83 | $5,895-98.6% | $5,104-98.4% | $10,828-99.2% |