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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 | $93,389 | $171,867-45.7% | $149,721-37.6% | $147,586-36.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 91.18% | 2113.36%-2022.2pp | 1501.67%-1410.5pp | 578.59%-487.4pp |
| Employer contribution / active EE | $6,519 | $6,275+3.9% | $5,444+19.7% | $4,876+33.7% |
| Participant deferral / active EE | $6,505 | $7,270-10.5% | $6,568-1.0% | $5,439+19.6% |
| Admin fee / account holder | $296 | $13,799-97.9% | $11,282-97.4% | $10,886-97.3% |