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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 | $139,698 | $138,102+1.2% | $125,381+11.4% | $134,532+3.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.68% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-433.9pp |
| Employer contribution / active EE | $4,118 | $5,245-21.5% | $4,815-14.5% | $4,741-13.1% |
| Participant deferral / active EE | $10,955 | $7,801+40.4% | $7,448+47.1% | $6,401+71.1% |
| Admin fee / account holder | $25 | $11,568-99.8% | $10,007-99.7% | $11,429-99.8% |