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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 | $19,106 | $97,732-80.5% | $83,831-77.2% | $135,380-85.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 142.61% | 1287.56%-1144.9pp | 850.99%-708.4pp | 519.81%-377.2pp |
| Employer contribution / active EE | $4,189 | $4,222-0.8% | $3,631+15.4% | $4,779-12.3% |
| Participant deferral / active EE | $2,831 | $4,683-39.5% | $4,082-30.7% | $5,609-49.5% |
| Admin fee / account holder | $149 | $6,675-97.8% | $5,479-97.3% | $10,828-98.6% |