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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 | $227,478 | $180,466+26.0% | $154,114+47.6% | $135,382+68.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.30% | 888.15%-893.5pp | 735.16%-740.5pp | 519.77%-525.1pp |
| Employer contribution / active EE | $5,358 | $6,035-11.2% | $5,298+1.1% | $4,779+12.1% |
| Participant deferral / active EE | $7,906 | $5,806+36.2% | $5,081+55.6% | $5,609+40.9% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |