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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 | $123,153 | $171,867-28.3% | $149,721-17.7% | $147,586-16.6% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 29.49% | 2113.36%-2083.9pp | 1501.67%-1472.2pp | 578.59%-549.1pp |
| Employer contribution / active EE | $5,372 | $6,275-14.4% | $5,444-1.3% | $4,876+10.2% |
| Participant deferral / active EE | $14,704 | $7,270+102.3% | $6,568+123.9% | $5,439+170.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |