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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 | $179,929 | $97,729+84.1% | $83,830+114.6% | $135,379+32.9% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -4.71% | 1287.52%-1292.2pp | 850.97%-855.7pp | 519.79%-524.5pp |
| Employer contribution / active EE | $16,522 | $4,222+291.3% | $3,631+355.0% | $4,779+245.7% |
| Participant deferral / active EE | $5,061 | $4,683+8.1% | $4,082+24.0% | $5,609-9.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |