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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 | $60,062 | $97,732-38.5% | $83,831-28.4% | $135,380-55.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 1.88% | 1287.56%-1285.7pp | 850.99%-849.1pp | 519.81%-517.9pp |
| Employer contribution / active EE | $10,425 | $4,222+146.9% | $3,631+187.1% | $4,779+118.2% |
| Participant deferral / active EE | $7,955 | $4,683+69.9% | $4,082+94.9% | $5,609+41.8% |
| Admin fee / account holder | $16 | $6,675-99.8% | $5,479-99.7% | $10,828-99.9% |