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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 | $67,571 | $81,763-17.4% | $58,561+15.4% | $139,466-51.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 26.49% | 7427.77%-7401.3pp | 4251.33%-4224.8pp | 373.66%-347.2pp |
| Employer contribution / active EE | $7,125 | $1,398+409.6% | $1,053+576.3% | $4,754+49.9% |
| Participant deferral / active EE | $28,500 | $2,555+1015.6% | $1,923+1382.0% | $6,712+324.6% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |