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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 | $176,096 | $135,645+29.8% | $110,243+59.7% | $135,380+30.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.16% | 513.24%-521.4pp | 314.76%-322.9pp | 519.81%-528.0pp |
| Employer contribution / active EE | $6,674 | $4,907+36.0% | $3,827+74.4% | $4,779+39.6% |
| Participant deferral / active EE | $10,693 | $5,507+94.2% | $4,672+128.9% | $5,609+90.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |