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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 | $138,077 | $171,867-19.7% | $149,721-7.8% | $147,586-6.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.20% | 2113.36%-2093.2pp | 1501.67%-1481.5pp | 578.59%-558.4pp |
| Employer contribution / active EE | $2,098 | $6,275-66.6% | $5,444-61.5% | $4,876-57.0% |
| Participant deferral / active EE | $6,703 | $7,270-7.8% | $6,568+2.1% | $5,439+23.3% |
| Admin fee / account holder | $3 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |