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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 | $245,367 | $82,630+196.9% | $64,105+282.8% | $125,389+95.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 68.2%+11.8pp | 83.2%-3.2pp |
| Annual return | -1.25% | 1489.72%-1491.0pp | 791.24%-792.5pp | 282.24%-283.5pp |
| Employer contribution / active EE | $2,827 | $2,671+5.8% | $1,820+55.3% | $4,866-41.9% |
| Participant deferral / active EE | $8,158 | $3,608+126.1% | $2,822+189.1% | $5,352+52.4% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |