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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 | $33,368 | $202,345-83.5% | $172,755-80.7% | $152,885-78.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.42% | 1029.77%-1011.4pp | 802.94%-784.5pp | 345.39%-327.0pp |
| Employer contribution / active EE | $2,614 | $5,858-55.4% | $5,144-49.2% | $4,763-45.1% |
| Participant deferral / active EE | $10,256 | $5,948+72.4% | $5,198+97.3% | $5,851+75.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |