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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 | $68,656 | $202,345-66.1% | $172,755-60.3% | $152,885-55.1% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 26.43% | 1029.77%-1003.3pp | 802.94%-776.5pp | 345.39%-319.0pp |
| Employer contribution / active EE | $2,418 | $5,858-58.7% | $5,144-53.0% | $4,763-49.2% |
| Participant deferral / active EE | $3,926 | $5,948-34.0% | $5,198-24.5% | $5,851-32.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |