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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 | $88,815-9.5% | $81,882-1.8% | $145,897-44.9% |
| Participation rate | 91.7% | 75.1%+16.6pp | 72.4%+19.3pp | 80.3%+11.4pp |
| Annual return | 50.80% | 1033.75%-982.9pp | 779.47%-728.7pp | 552.29%-501.5pp |
| Employer contribution / active EE | $1,000 | $3,086-67.6% | $2,916-65.7% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |