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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 | $133,180 | $106,557+25.0% | $91,227+46.0% | $134,545-1.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.16% | 160.81%-174.0pp | 114.14%-127.3pp | 418.37%-431.5pp |
| Employer contribution / active EE | $7,300 | $3,332+119.1% | $2,851+156.0% | $4,742+54.0% |
| Participant deferral / active EE | $12,083 | $4,719+156.1% | $4,234+185.4% | $6,401+88.8% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |