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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 | $129,661 | $97,732+32.7% | $83,831+54.7% | $135,380-4.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.11% | 1287.56%-1289.7pp | 850.99%-853.1pp | 519.81%-521.9pp |
| Employer contribution / active EE | $11,871 | $4,222+181.2% | $3,631+226.9% | $4,779+148.4% |
| Participant deferral / active EE | $6,841 | $4,683+46.1% | $4,082+67.6% | $5,609+22.0% |
| Admin fee / account holder | $3 | $6,675-99.9% | $5,479-99.9% | $10,828-100.0% |