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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 | $107,800 | $81,763+31.8% | $58,561+84.1% | $139,466-22.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 7.55% | 7427.77%-7420.2pp | 4251.33%-4243.8pp | 373.66%-366.1pp |
| Employer contribution / active EE | $2,222 | $1,398+58.9% | $1,053+110.9% | $4,754-53.3% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $12 | $3,273-99.6% | $2,520-99.5% | $11,409-99.9% |