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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 | $143,783 | $209,847-31.5% | $189,520-24.1% | $167,518-14.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.45% | 748.45%-729.0pp | 555.25%-535.8pp | 478.71%-459.3pp |
| Employer contribution / active EE | $23,410 | $6,913+238.6% | $6,161+280.0% | $4,838+383.8% |
| Participant deferral / active EE | $10,159 | $8,934+13.7% | $8,220+23.6% | $6,342+60.2% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |