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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 | $144,098 | $88,778+62.3% | $81,844+76.1% | $145,884-1.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 31.86% | 1033.03%-1001.2pp | 778.87%-747.0pp | 551.85%-520.0pp |
| Employer contribution / active EE | $1,234 | $3,087-60.0% | $2,916-57.7% | $4,662-73.5% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $40 | $8,430-99.5% | $7,355-99.5% | $13,392-99.7% |