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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 | $63,199 | $138,114-54.2% | $125,391-49.6% | $134,545-53.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.02% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,224 | $5,246-19.5% | $4,816-12.3% | $4,742-10.9% |
| Participant deferral / active EE | $10,421 | $7,801+33.6% | $7,448+39.9% | $6,401+62.8% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |