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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 | $163,424 | $88,778+84.1% | $81,844+99.7% | $145,884+12.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.82% | 1033.03%-1022.2pp | 778.87%-768.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $19,849 | $3,087+543.0% | $2,916+580.6% | $4,662+325.7% |
| Participant deferral / active EE | $7,733 | $4,648+66.4% | $4,323+78.9% | $6,690+15.6% |
| Admin fee / account holder | $262 | $8,430-96.9% | $7,355-96.4% | $13,392-98.0% |