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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 | $90,277 | $171,867-47.5% | $149,721-39.7% | $147,586-38.8% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 30.47% | 2113.36%-2082.9pp | 1501.67%-1471.2pp | 578.59%-548.1pp |
| Employer contribution / active EE | $12,721 | $6,275+102.7% | $5,444+133.7% | $4,876+160.9% |
| Participant deferral / active EE | $18,549 | $7,270+155.1% | $6,568+182.4% | $5,439+241.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |