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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 | $102,758 | $180,459-43.1% | $154,108-33.3% | $135,380-24.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.72% | 888.21%-886.5pp | 735.21%-733.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $9,852 | $6,035+63.2% | $5,298+86.0% | $4,779+106.2% |
| Participant deferral / active EE | $5,286 | $5,806-9.0% | $5,081+4.0% | $5,609-5.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |