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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 | $222,216 | $165,381+34.4% | $149,730+48.4% | $158,966+39.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 100.01% | 348.29%-248.3pp | 276.70%-176.7pp | 302.95%-202.9pp |
| Employer contribution / active EE | $17,628 | $5,104+245.4% | $4,645+279.5% | $4,762+270.1% |
| Participant deferral / active EE | $15,017 | $7,182+109.1% | $6,843+119.5% | $5,983+151.0% |
| Admin fee / account holder | $31 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |