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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 | $197,105 | $180,462+9.2% | $154,111+27.9% | $135,379+45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.90% | 888.17%-895.1pp | 735.18%-742.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,675 | $6,036-55.7% | $5,298-49.5% | $4,779-44.0% |
| Participant deferral / active EE | $6,946 | $5,806+19.6% | $5,081+36.7% | $5,609+23.8% |
| Admin fee / account holder | $108 | $16,145-99.3% | $13,411-99.2% | $10,828-99.0% |