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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 | $138,114+79.4% | $125,391+97.6% | $134,545+84.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.74% | 750.88%-763.6pp | 572.41%-585.2pp | 418.37%-431.1pp |
| Employer contribution / active EE | $22,411 | $5,246+327.2% | $4,816+365.4% | $4,742+372.6% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |