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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 | $39,562 | $185,225-78.6% | $142,898-72.3% | $167,553-76.4% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 22.95% | 8558.12%-8535.2pp | 5639.64%-5616.7pp | 478.89%-455.9pp |
| Employer contribution / active EE | $14,851 | $5,607+164.9% | $4,146+258.2% | $4,840+206.9% |
| Participant deferral / active EE | $8,563 | $4,496+90.5% | $3,838+123.1% | $6,343+35.0% |
| Admin fee / account holder | $258 | $8,032-96.8% | $6,560-96.1% | $12,316-97.9% |