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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 | $29,449 | $96,419-69.5% | $80,648-63.5% | $139,487-78.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.70% | 1352.86%-1332.2pp | 937.21%-916.5pp | 373.84%-353.1pp |
| Employer contribution / active EE | $5,254 | $3,261+61.1% | $2,724+92.9% | $4,755+10.5% |
| Participant deferral / active EE | $2,441 | $5,225-53.3% | $4,443-45.1% | $6,713-63.6% |
| Admin fee / account holder | $1 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |