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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 | $247,828 | $138,068+79.5% | $125,358+97.7% | $134,493+84.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.74% | 750.30%-763.0pp | 572.03%-584.8pp | 418.01%-430.8pp |
| Employer contribution / active EE | $22,411 | $5,244+327.4% | $4,814+365.5% | $4,740+372.8% |
| Participant deferral / active EE | $9,000 | $7,799+15.4% | $7,447+20.9% | $6,400+40.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |