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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 | $88,397 | $82,630+7.0% | $64,105+37.9% | $125,389-29.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 4.34% | 1489.72%-1485.4pp | 791.24%-786.9pp | 282.24%-277.9pp |
| Employer contribution / active EE | $2,269 | $2,671-15.1% | $1,820+24.7% | $4,866-53.4% |
| Participant deferral / active EE | $4,500 | $3,608+24.7% | $2,822+59.5% | $5,352-15.9% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |