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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 | $135,848 | $180,459-24.7% | $154,108-11.8% | $135,380+0.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.71% | 888.21%-894.9pp | 735.21%-741.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $3,353 | $6,035-44.5% | $5,298-36.7% | $4,779-29.8% |
| Participant deferral / active EE | $10,025 | $5,806+72.6% | $5,081+97.3% | $5,609+78.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |