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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 | $119,184 | $138,114-13.7% | $125,391-4.9% | $134,545-11.4% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -20.04% | 750.88%-770.9pp | 572.41%-592.4pp | 418.37%-438.4pp |
| Employer contribution / active EE | $9,647 | $5,246+83.9% | $4,816+100.3% | $4,742+103.5% |
| Participant deferral / active EE | $10,318 | $7,801+32.3% | $7,448+38.5% | $6,401+61.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |