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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 | $44,697 | $150,447-70.3% | $136,298-67.2% | $147,586-69.7% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.06% | 1049.15%-1035.1pp | 5156.27%-5142.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $1,138 | $5,256-78.3% | $4,696-75.8% | $4,876-76.7% |
| Participant deferral / active EE | $8,169 | $6,631+23.2% | $6,247+30.8% | $5,439+50.2% |
| Admin fee / account holder | $118 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |