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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 | $56,669 | $171,867-67.0% | $149,721-62.1% | $147,586-61.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 18.18% | 2113.36%-2095.2pp | 1501.67%-1483.5pp | 578.59%-560.4pp |
| Employer contribution / active EE | $8,970 | $6,275+43.0% | $5,444+64.8% | $4,876+84.0% |
| Participant deferral / active EE | $10,066 | $7,270+38.5% | $6,568+53.3% | $5,439+85.1% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |