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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 | $61,570 | $180,462-65.9% | $154,111-60.0% | $135,379-54.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.62% | 888.17%-891.8pp | 735.18%-738.8pp | 519.79%-523.4pp |
| Employer contribution / active EE | $6,547 | $6,036+8.5% | $5,298+23.6% | $4,779+37.0% |
| Participant deferral / active EE | $4,417 | $5,806-23.9% | $5,081-13.1% | $5,609-21.3% |
| Admin fee / account holder | $128 | $16,145-99.2% | $13,411-99.0% | $10,828-98.8% |