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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 | $91,468 | $150,442-39.2% | $136,295-32.9% | $147,585-38.0% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 22.04% | 1049.09%-1027.1pp | 5155.97%-5133.9pp | 578.56%-556.5pp |
| Employer contribution / active EE | $7,914 | $5,256+50.6% | $4,695+68.5% | $4,876+62.3% |
| Participant deferral / active EE | $6,631 | $6,6300% | $6,247+6.1% | $5,439+21.9% |
| Admin fee / account holder | $32 | $10,905-99.7% | $9,243-99.7% | $10,885-99.7% |