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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 | $112,272 | $88,778+26.5% | $81,844+37.2% | $145,884-23.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.66% | 1033.03%-1006.4pp | 778.87%-752.2pp | 551.85%-525.2pp |
| Employer contribution / active EE | $4,060 | $3,087+31.5% | $2,916+39.2% | $4,662-12.9% |
| Participant deferral / active EE | $15,993 | $4,648+244.1% | $4,323+269.9% | $6,690+139.1% |
| Admin fee / account holder | $12 | $8,430-99.9% | $7,355-99.8% | $13,392-99.9% |