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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 | $80,377 | $88,710-9.4% | $81,783-1.7% | $145,959-44.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 50.80% | 1027.26%-976.5pp | 775.05%-724.2pp | 561.95%-511.1pp |
| Employer contribution / active EE | $1,000 | $3,083-67.6% | $2,913-65.7% | $4,661-78.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |