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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 | $114,467 | $100,911+13.4% | $90,440+26.6% | $158,966-28.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.56% | 1726.62%-1708.1pp | 1294.38%-1275.8pp | 302.95%-284.4pp |
| Employer contribution / active EE | $6,960 | $3,690+88.6% | $3,263+113.3% | $4,762+46.1% |
| Participant deferral / active EE | $2,544 | $4,348-41.5% | $3,964-35.8% | $5,983-57.5% |
| Admin fee / account holder | $3 | $6,507-100.0% | $5,615-99.9% | $11,250-100.0% |