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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 | $202,599 | $166,268+21.9% | $165,100+22.7% | $145,897+38.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 434.04% | 100.52%+333.5pp | 70.21%+363.8pp | 552.29%-118.3pp |
| Employer contribution / active EE | $1,807 | $5,284-65.8% | $4,348-58.4% | $4,663-61.2% |
| Participant deferral / active EE | $7,500 | $6,964+7.7% | $6,035+24.3% | $6,689+12.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |