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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 | $136,825 | $100,938+35.6% | $90,461+51.3% | $158,982-13.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.73% | 1727.20%-1714.5pp | 1294.76%-1282.0pp | 302.99%-290.3pp |
| Employer contribution / active EE | $4,887 | $3,691+32.4% | $3,264+49.7% | $4,763+2.6% |
| Participant deferral / active EE | $8,720 | $4,350+100.5% | $3,964+120.0% | $5,983+45.7% |
| Admin fee / account holder | $231 | $6,510-96.5% | $5,617-95.9% | $11,252-97.9% |