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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 | $141,450 | $183,988-23.1% | $162,177-12.8% | $152,897-7.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 135.45% | 150.79%-15.3pp | 115.60%+19.9pp | 345.43%-210.0pp |
| Employer contribution / active EE | $9,749 | $6,370+53.0% | $5,613+73.7% | $4,764+104.7% |
| Participant deferral / active EE | $8,000 | $8,032-0.4% | $7,297+9.6% | $5,851+36.7% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |