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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 | $105,860 | $160,059-33.9% | $140,019-24.4% | $135,380-21.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -5.71% | 911.48%-917.2pp | 651.17%-656.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $17,484 | $6,420+172.4% | $5,605+211.9% | $4,779+265.9% |
| Participant deferral / active EE | $9,857 | $7,641+29.0% | $6,927+42.3% | $5,609+75.7% |
| Admin fee / account holder | $116 | $13,328-99.1% | $10,705-98.9% | $10,828-98.9% |