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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 | $143,288 | $138,078+3.8% | $125,363+14.3% | $134,509+6.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.22% | 750.49%-763.7pp | 572.15%-585.4pp | 418.13%-431.4pp |
| Employer contribution / active EE | $13,689 | $5,245+161.0% | $4,815+184.3% | $4,741+188.8% |
| Participant deferral / active EE | $10,433 | $7,800+33.8% | $7,447+40.1% | $6,400+63.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |