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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 | $109,155 | $175,212-37.7% | $149,682-27.1% | $139,427-21.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.64% | 166.63%-138.0pp | 134.35%-105.7pp | 373.27%-344.6pp |
| Employer contribution / active EE | $15,650 | $5,475+185.8% | $4,818+224.8% | $4,752+229.4% |
| Participant deferral / active EE | $9,620 | $6,520+47.6% | $5,681+69.3% | $6,711+43.3% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,404-99.8% |