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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 | $68,504 | $150,442-54.5% | $136,295-49.7% | $147,585-53.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.54% | 1049.09%-1034.5pp | 5155.97%-5141.4pp | 578.56%-564.0pp |
| Employer contribution / active EE | $3,548 | $5,256-32.5% | $4,695-24.4% | $4,876-27.2% |
| Participant deferral / active EE | $4,813 | $6,630-27.4% | $6,247-23.0% | $5,439-11.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |