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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 | $67,890 | $138,114-50.8% | $125,391-45.9% | $134,545-49.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.60% | 750.88%-764.5pp | 572.41%-586.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $11,804 | $5,246+125.0% | $4,816+145.1% | $4,742+149.0% |
| Participant deferral / active EE | $11,780 | $7,801+51.0% | $7,448+58.2% | $6,401+84.0% |
| Admin fee / account holder | $277 | $11,570-97.6% | $10,009-97.2% | $11,431-97.6% |