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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 | $66,625 | $183,978-63.8% | $162,171-58.9% | $152,885-56.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.39% | 150.78%-135.4pp | 115.60%-100.2pp | 345.39%-330.0pp |
| Employer contribution / active EE | $21,162 | $6,370+232.2% | $5,613+277.0% | $4,763+344.3% |
| Participant deferral / active EE | $11,382 | $8,033+41.7% | $7,297+56.0% | $5,851+94.5% |
| Admin fee / account holder | $51 | $13,122-99.6% | $10,843-99.5% | $11,598-99.6% |