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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 | $96,880 | $76,608+26.5% | $56,077+72.8% | $145,877-33.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 6.49% | 3009.59%-3003.1pp | 1709.28%-1702.8pp | 551.28%-544.8pp |
| Employer contribution / active EE | $2,937 | $1,382+112.6% | $1,040+182.3% | $4,663-37.0% |
| Participant deferral / active EE | $5,405 | $2,624+106.0% | $1,954+176.6% | $6,691-19.2% |
| Admin fee / account holder | $184 | $3,325-94.5% | $2,825-93.5% | $13,402-98.6% |