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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 | $176,888 | $209,874-15.7% | $189,537-6.7% | $167,536+5.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.63% | 748.61%-731.0pp | 555.34%-537.7pp | 478.82%-461.2pp |
| Employer contribution / active EE | $9,000 | $6,913+30.2% | $6,161+46.1% | $4,839+86.0% |
| Participant deferral / active EE | $26,000 | $8,934+191.0% | $8,220+216.3% | $6,342+309.9% |
| Admin fee / account holder | $30 | $14,299-99.8% | $12,048-99.8% | $12,315-99.8% |