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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 | $249,195 | $149,040+67.2% | $120,225+107.3% | $137,256+81.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.38% | 605.68%-590.3pp | 439.23%-423.8pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,053 | $4,350-52.8% | $3,475-40.9% | $4,156-50.6% |
| Participant deferral / active EE | $9,977 | $4,655+114.3% | $3,999+149.5% | $6,407+55.7% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |