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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 | $159,041 | $88,815+79.1% | $81,882+94.2% | $145,897+9.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.60% | 1033.75%-1023.1pp | 779.47%-768.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $9,887 | $3,086+220.3% | $2,916+239.0% | $4,663+112.0% |
| Participant deferral / active EE | $17,220 | $4,647+270.5% | $4,323+298.3% | $6,689+157.4% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |