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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 | $28,128 | $138,102-79.6% | $125,381-77.6% | $134,532-79.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.53% | 750.73%-770.3pp | 572.31%-591.8pp | 418.27%-437.8pp |
| Employer contribution / active EE | $13,119 | $5,245+150.1% | $4,815+172.5% | $4,741+176.7% |
| Participant deferral / active EE | $16,205 | $7,801+107.7% | $7,448+117.6% | $6,401+153.2% |
| Admin fee / account holder | $138 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |