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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 | $102,026 | $150,445-32.2% | $136,297-25.1% | $147,585-30.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.52% | 1049.14%-1029.6pp | 5156.16%-5136.6pp | 578.57%-559.0pp |
| Employer contribution / active EE | $9,276 | $5,256+76.5% | $4,696+97.6% | $4,876+90.2% |
| Participant deferral / active EE | $4,738 | $6,631-28.5% | $6,247-24.2% | $5,439-12.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |