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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 | $52,805 | $165,399-68.1% | $149,745-64.7% | $158,982-66.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 64.95% | 348.34%-283.4pp | 276.72%-211.8pp | 302.99%-238.0pp |
| Employer contribution / active EE | $11,559 | $5,105+126.4% | $4,646+148.8% | $4,763+142.7% |
| Participant deferral / active EE | $12,835 | $7,183+78.7% | $6,843+87.6% | $5,983+114.5% |
| Admin fee / account holder | $117 | $10,811-98.9% | $9,312-98.7% | $11,252-99.0% |