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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 | $101,169 | $70,366+43.8% | $66,674+51.7% | $138,895-27.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 59.78% | 386.41%-326.6pp | 321.24%-261.5pp | 145.39%-85.6pp |
| Employer contribution / active EE | $4,064 | $2,765+47.0% | $2,620+55.1% | $4,194-3.1% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |