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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 | $170,060 | $78,694+116.1% | $67,652+151.4% | $125,393+35.6% |
| Participation rate | 72.7% | 78.8%-6.1pp | 75.7%-2.9pp | 83.2%-10.5pp |
| Annual return | 150.58% | 9.46%+141.1pp | 6625.04%-6474.5pp | 282.23%-131.7pp |
| Employer contribution / active EE | $16,643 | $3,044+446.8% | $2,266+634.6% | $4,866+242.0% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,351-100.0% |
| Admin fee / account holder | $40 | $7,403-99.5% | $4,821-99.2% | $9,541-99.6% |