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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 | $189,738 | $99,031+91.6% | $86,597+119.1% | $147,585+28.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.40% | 1312.56%-1296.2pp | 964.96%-948.6pp | 578.57%-562.2pp |
| Employer contribution / active EE | $8,988 | $3,132+186.9% | $2,840+216.5% | $4,876+84.3% |
| Participant deferral / active EE | $6,240 | $3,972+57.1% | $3,609+72.9% | $5,439+14.7% |
| Admin fee / account holder | $17 | $5,711-99.7% | $4,906-99.6% | $10,885-99.8% |