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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 | $182,280 | $96,691+88.5% | $86,656+110.3% | $139,487+30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.44% | 106.87%-93.4pp | 593.09%-579.7pp | 373.84%-360.4pp |
| Employer contribution / active EE | $38,824 | $3,267+1088.4% | $3,025+1183.2% | $4,755+716.5% |
| Participant deferral / active EE | $32,500 | $4,838+571.8% | $4,439+632.1% | $6,713+384.2% |
| Admin fee / account holder | $20 | $6,414-99.7% | $5,619-99.6% | $11,407-99.8% |