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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 | $54,913 | $88,702-38.1% | $81,780-32.9% | $145,978-62.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 63.91% | 1029.12%-965.2pp | 776.27%-712.4pp | 550.52%-486.6pp |
| Employer contribution / active EE | $6,149 | $3,084+99.4% | $2,914+111.0% | $4,662+31.9% |
| Participant deferral / active EE | $8,883 | $4,645+91.2% | $4,321+105.6% | $6,690+32.8% |
| Admin fee / account holder | $245 | $8,414-97.1% | $7,384-96.7% | $13,400-98.2% |