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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 | $170,181 | $99,011+71.9% | $86,582+96.6% | $147,586+15.3% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 14.20% | 1312.75%-1298.5pp | 965.08%-950.9pp | 578.59%-564.4pp |
| Employer contribution / active EE | $2,108 | $3,132-32.7% | $2,839-25.8% | $4,876-56.8% |
| Participant deferral / active EE | $6,844 | $3,972+72.3% | $3,609+89.7% | $5,439+25.8% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |