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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 | $193,478 | $88,778+117.9% | $81,844+136.4% | $145,884+32.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 26.06% | 1033.03%-1007.0pp | 778.87%-752.8pp | 551.85%-525.8pp |
| Employer contribution / active EE | $12,002 | $3,087+288.8% | $2,916+311.5% | $4,662+157.4% |
| Participant deferral / active EE | $12,002 | $4,648+158.2% | $4,323+177.6% | $6,690+79.4% |
| Admin fee / account holder | $58 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |