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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 | $35,316 | $109,863-67.9% | $98,477-64.1% | $167,518-78.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.69% | 1958.09%-1939.4pp | 1493.59%-1474.9pp | 478.71%-460.0pp |
| Employer contribution / active EE | $1,374 | $3,225-57.4% | $2,961-53.6% | $4,838-71.6% |
| Participant deferral / active EE | $9,750 | $4,673+108.6% | $4,276+128.0% | $6,342+53.7% |
| Admin fee / account holder | $124 | $6,755-98.2% | $5,951-97.9% | $12,312-99.0% |