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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 | $40,063 | $150,442-73.4% | $136,295-70.6% | $147,585-72.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.63% | 1049.09%-1034.5pp | 5155.97%-5141.3pp | 578.56%-563.9pp |
| Employer contribution / active EE | $21,414 | $5,256+307.4% | $4,695+356.1% | $4,876+339.1% |
| Participant deferral / active EE | $15,317 | $6,630+131.0% | $6,247+145.2% | $5,439+181.6% |
| Admin fee / account holder | $54 | $10,905-99.5% | $9,243-99.4% | $10,885-99.5% |