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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 | $104,352 | $180,466-42.2% | $154,114-32.3% | $135,382-22.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -4.22% | 888.15%-892.4pp | 735.16%-739.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $2,419 | $6,035-59.9% | $5,298-54.3% | $4,779-49.4% |
| Participant deferral / active EE | $8,065 | $5,806+38.9% | $5,081+58.7% | $5,609+43.8% |
| Admin fee / account holder | $250 | $16,144-98.5% | $13,411-98.1% | $10,829-97.7% |