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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 | $95,241 | $138,102-31.0% | $125,381-24.0% | $134,532-29.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.38% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $24,498 | $5,245+367.0% | $4,815+408.8% | $4,741+416.7% |
| Participant deferral / active EE | $19,750 | $7,801+153.2% | $7,448+165.2% | $6,401+208.5% |
| Admin fee / account holder | $31 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |