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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 | $169,744 | $183,516-7.5% | $155,534+9.1% | $145,884+16.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 131.77% | 61.43%+70.3pp | 64.92%+66.9pp | 551.85%-420.1pp |
| Employer contribution / active EE | $13,535 | $5,315+154.7% | $4,675+189.5% | $4,662+190.3% |
| Participant deferral / active EE | $4,904 | $6,467-24.2% | $5,630-12.9% | $6,690-26.7% |
| Admin fee / account holder | $89 | $19,293-99.5% | $15,900-99.4% | $13,392-99.3% |