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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 | $114,489 | $68,097+68.1% | $62,929+81.9% | $137,256-16.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 20.51% | 1859.11%-1838.6pp | 1063.93%-1043.4pp | 220.34%-199.8pp |
| Employer contribution / active EE | $10,245 | $2,811+264.4% | $2,505+309.1% | $4,156+146.5% |
| Participant deferral / active EE | $4,773 | $4,553+4.9% | $3,888+22.8% | $6,407-25.5% |
| Admin fee / account holder | $28 | $6,521-99.6% | $5,065-99.5% | $12,270-99.8% |