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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 | $138,890 | $90,606+53.3% | $79,466+74.8% | $135,379+2.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 11.38% | 977.69%-966.3pp | 718.28%-706.9pp | 519.79%-508.4pp |
| Employer contribution / active EE | $7,919 | $3,068+158.1% | $2,800+182.8% | $4,779+65.7% |
| Participant deferral / active EE | $13,296 | $4,050+228.3% | $3,704+259.0% | $5,609+137.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |