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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 | $89,085 | $81,727+9.0% | $58,534+52.2% | $139,427-36.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.77% | 7422.38%-7405.6pp | 4248.32%-4231.5pp | 373.27%-356.5pp |
| Employer contribution / active EE | $3,523 | $1,399+151.9% | $1,054+234.4% | $4,752-25.8% |
| Participant deferral / active EE | $12,567 | $2,557+391.4% | $1,924+553.1% | $6,711+87.3% |
| Admin fee / account holder | $0 | $3,271-100.0% | $2,519-100.0% | $11,404-100.0% |