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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 | $44,673 | $99,031-54.9% | $86,597-48.4% | $147,585-69.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 180.57% | 1312.56%-1132.0pp | 964.96%-784.4pp | 578.57%-398.0pp |
| Employer contribution / active EE | $2,399 | $3,132-23.4% | $2,840-15.5% | $4,876-50.8% |
| Participant deferral / active EE | $5,306 | $3,972+33.6% | $3,609+47.0% | $5,439-2.4% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |