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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 | $73,838 | $150,442-50.9% | $136,295-45.8% | $147,585-50.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.64% | 1049.09%-1028.5pp | 5155.97%-5135.3pp | 578.56%-557.9pp |
| Employer contribution / active EE | $5,976 | $5,256+13.7% | $4,695+27.3% | $4,876+22.6% |
| Participant deferral / active EE | $13,147 | $6,630+98.3% | $6,247+110.5% | $5,439+141.7% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |