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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 | $63,773 | $176,688-63.9% | $130,660-51.2% | $152,909-58.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 25.18% | 2693.08%-2667.9pp | 1709.29%-1684.1pp | 345.46%-320.3pp |
| Employer contribution / active EE | $10,666 | $5,743+85.7% | $4,092+160.6% | $4,764+123.9% |
| Participant deferral / active EE | $1,284 | $4,362-70.6% | $3,603-64.4% | $5,851-78.1% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |