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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 | $61,553 | $202,342-69.6% | $172,753-64.4% | $152,909-59.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.70% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $8,332 | $5,857+42.2% | $5,144+62.0% | $4,764+74.9% |
| Participant deferral / active EE | $8,315 | $5,948+39.8% | $5,198+60.0% | $5,851+42.1% |
| Admin fee / account holder | $66 | $17,112-99.6% | $13,956-99.5% | $11,601-99.4% |