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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 | $127,349 | $202,342-37.1% | $172,753-26.3% | $152,909-16.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 419.88% | 1029.88%-610.0pp | 803.00%-383.1pp | 345.46%+74.4pp |
| Employer contribution / active EE | $3,071 | $5,857-47.6% | $5,144-40.3% | $4,764-35.5% |
| Participant deferral / active EE | $3,389 | $5,948-43.0% | $5,198-34.8% | $5,851-42.1% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |