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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 | $219,664 | $68,097+222.6% | $62,929+249.1% | $137,256+60.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 16.33% | 1859.11%-1842.8pp | 1063.93%-1047.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $6,692 | $2,811+138.1% | $2,505+167.2% | $4,156+61.0% |
| Participant deferral / active EE | $12,384 | $4,553+172.0% | $3,888+218.5% | $6,407+93.3% |
| Admin fee / account holder | $60 | $6,521-99.1% | $5,065-98.8% | $12,270-99.5% |