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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 | $122,712 | $159,978-23.3% | $147,041-16.5% | $145,978-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.29% | 98.36%-82.1pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $12,849 | $5,288+143.0% | $4,935+160.4% | $4,662+175.6% |
| Participant deferral / active EE | $16,055 | $8,429+90.5% | $8,071+98.9% | $6,690+140.0% |
| Admin fee / account holder | $196 | $15,053-98.7% | $13,006-98.5% | $13,400-98.5% |