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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 | $153,130 | $99,011+54.7% | $86,582+76.9% | $147,586+3.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.75%-1297.9pp | 965.08%-950.3pp | 578.59%-563.8pp |
| Employer contribution / active EE | $5,900 | $3,132+88.4% | $2,839+107.8% | $4,876+21.0% |
| Participant deferral / active EE | $2,590 | $3,972-34.8% | $3,609-28.2% | $5,439-52.4% |
| Admin fee / account holder | $26 | $5,709-99.6% | $4,904-99.5% | $10,886-99.8% |