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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 | $75,141 | $57,305+31.1% | $86,640-13.3% | $75,1730% |
| Participation rate | 98.1% | 63.2%+34.9pp | 71.7%+26.4pp | 67.2%+30.9pp |
| Annual return | 34.45% | 2674.24%-2639.8pp | 592.52%-558.1pp | 160.72%-126.3pp |
| Employer contribution / active EE | $11,559 | $2,316+399.0% | $3,024+282.2% | $2,671+332.8% |
| Participant deferral / active EE | $13,372 | $3,320+302.8% | $4,438+201.3% | $4,126+224.1% |
| Admin fee / account holder | $41 | $4,116-99.0% | $5,616-99.3% | $5,651-99.3% |