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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 | $205,334 | $202,342+1.5% | $172,753+18.9% | $152,909+34.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.80% | 1029.88%-993.1pp | 803.00%-766.2pp | 345.46%-308.7pp |
| Employer contribution / active EE | $3,035 | $5,857-48.2% | $5,144-41.0% | $4,764-36.3% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |