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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 | $108,070 | $160,059-32.5% | $140,019-22.8% | $135,379-20.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 14.44% | 911.44%-897.0pp | 651.15%-636.7pp | 519.79%-505.4pp |
| Employer contribution / active EE | $9,356 | $6,420+45.7% | $5,605+66.9% | $4,779+95.8% |
| Participant deferral / active EE | $5,435 | $7,641-28.9% | $6,927-21.5% | $5,609-3.1% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |