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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 | $193,116 | $97,732+97.6% | $83,831+130.4% | $135,380+42.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 9.41% | 1287.56%-1278.1pp | 850.99%-841.6pp | 519.81%-510.4pp |
| Employer contribution / active EE | $4,631 | $4,222+9.7% | $3,631+27.5% | $4,779-3.1% |
| Participant deferral / active EE | $3,426 | $4,683-26.8% | $4,082-16.1% | $5,609-38.9% |
| Admin fee / account holder | $32 | $6,675-99.5% | $5,479-99.4% | $10,828-99.7% |