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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 | $46,324 | $76,608-39.5% | $56,077-17.4% | $145,877-68.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.31% | 3009.59%-2995.3pp | 1709.28%-1695.0pp | 551.28%-537.0pp |
| Employer contribution / active EE | $11,740 | $1,382+749.7% | $1,040+1028.5% | $4,663+151.8% |
| Participant deferral / active EE | $13,375 | $2,624+409.7% | $1,954+584.5% | $6,691+99.9% |
| Admin fee / account holder | $261 | $3,325-92.1% | $2,825-90.7% | $13,402-98.0% |