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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 | $37,774 | $202,342-81.3% | $172,753-78.1% | $152,909-75.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 54.84% | 1029.88%-975.0pp | 803.00%-748.2pp | 345.46%-290.6pp |
| Employer contribution / active EE | $1,673 | $5,857-71.4% | $5,144-67.5% | $4,764-64.9% |
| Participant deferral / active EE | $21,908 | $5,948+268.3% | $5,198+321.5% | $5,851+274.4% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |