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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 | $160,794 | $88,815+81.0% | $81,882+96.4% | $145,897+10.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.67% | 1033.75%-1005.1pp | 779.47%-750.8pp | 552.29%-523.6pp |
| Employer contribution / active EE | $2,693 | $3,086-12.7% | $2,916-7.7% | $4,663-42.2% |
| Participant deferral / active EE | $2,785 | $4,647-40.1% | $4,323-35.6% | $6,689-58.4% |
| Admin fee / account holder | $19 | $8,434-99.8% | $7,360-99.7% | $13,390-99.9% |