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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 | $201,276 | $90,614+122.1% | $76,089+164.5% | $145,877+38.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.69% | 623.80%-613.1pp | 360.94%-350.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $19,956 | $3,324+500.3% | $2,690+641.9% | $4,663+328.0% |
| Participant deferral / active EE | $16,383 | $5,168+217.0% | $4,259+284.7% | $6,691+144.9% |
| Admin fee / account holder | $6 | $8,376-99.9% | $6,418-99.9% | $13,402-100.0% |