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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 | $154,549 | $82,630+87.0% | $64,105+141.1% | $125,389+23.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 68.2%+20.7pp | 83.2%+5.7pp |
| Annual return | 1.22% | 1489.72%-1488.5pp | 791.24%-790.0pp | 282.24%-281.0pp |
| Employer contribution / active EE | $2,466 | $2,671-7.7% | $1,820+35.5% | $4,866-49.3% |
| Participant deferral / active EE | $12,689 | $3,608+251.6% | $2,822+349.7% | $5,352+137.1% |
| Admin fee / account holder | $74 | $6,382-98.8% | $4,499-98.3% | $9,541-99.2% |