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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 | $113,133 | $150,447-24.8% | $136,298-17.0% | $147,586-23.3% |
| Participation rate | 94.4% | 84.4%+10.0pp | 81.9%+12.5pp | 82.8%+11.6pp |
| Annual return | 16.41% | 1049.15%-1032.7pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,256 | $5,256-57.1% | $4,696-52.0% | $4,876-53.7% |
| Participant deferral / active EE | $6,867 | $6,631+3.6% | $6,247+9.9% | $5,439+26.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |