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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 | $115,745 | $92,684+24.9% | $82,706+39.9% | $134,509-14.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 1.54% | 945.84%-944.3pp | 701.76%-700.2pp | 418.13%-416.6pp |
| Employer contribution / active EE | $8,742 | $3,272+167.2% | $3,007+190.7% | $4,741+84.4% |
| Participant deferral / active EE | $6,000 | $4,800+25.0% | $4,394+36.6% | $6,400-6.3% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |