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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 | $80,751 | $70,366+14.8% | $66,674+21.1% | $138,895-41.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 20.21% | 386.41%-366.2pp | 321.24%-301.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,431 | $4,374-21.6% | $4,084-16.0% | $6,396-46.4% |
| Admin fee / account holder | $170 | $5,262-96.8% | $5,098-96.7% | $12,562-98.6% |