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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 | $234,823 | $138,114+70.0% | $125,391+87.3% | $134,545+74.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.29% | 750.88%-764.2pp | 572.41%-585.7pp | 418.37%-431.7pp |
| Employer contribution / active EE | $10,125 | $5,246+93.0% | $4,816+110.3% | $4,742+113.5% |
| Participant deferral / active EE | $6,355 | $7,801-18.5% | $7,448-14.7% | $6,401-0.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |