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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 | $143,449 | $138,102+3.9% | $125,381+14.4% | $134,532+6.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.50% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.8pp |
| Employer contribution / active EE | $9,123 | $5,245+73.9% | $4,815+89.5% | $4,741+92.4% |
| Participant deferral / active EE | $16,421 | $7,801+110.5% | $7,448+120.5% | $6,401+156.5% |
| Admin fee / account holder | $106 | $11,568-99.1% | $10,007-98.9% | $11,429-99.1% |