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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 | $28,688 | $88,778-67.7% | $81,844-64.9% | $145,884-80.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.26% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $12,518 | $3,087+305.5% | $2,916+329.2% | $4,662+168.5% |
| Participant deferral / active EE | $9,757 | $4,648+109.9% | $4,323+125.7% | $6,690+45.8% |
| Admin fee / account holder | $285 | $8,430-96.6% | $7,355-96.1% | $13,392-97.9% |