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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 | $94,106 | $81,763+15.1% | $58,561+60.7% | $139,466-32.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 8.98% | 7427.77%-7418.8pp | 4251.33%-4242.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $3,290 | $1,398+135.3% | $1,053+212.3% | $4,754-30.8% |
| Participant deferral / active EE | $4,663 | $2,555+82.5% | $1,923+142.4% | $6,712-30.5% |
| Admin fee / account holder | $105 | $3,273-96.8% | $2,520-95.8% | $11,409-99.1% |