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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 | $80,377 | $88,754-9.4% | $81,820-1.8% | $145,877-44.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 50.80% | 1031.77%-981.0pp | 777.93%-727.1pp | 551.28%-500.5pp |
| Employer contribution / active EE | $1,000 | $3,085-67.6% | $2,915-65.7% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |