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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 | $114,261 | $88,815+28.7% | $81,882+39.5% | $145,897-21.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.22% | 1033.75%-1018.5pp | 779.47%-764.3pp | 552.29%-537.1pp |
| Employer contribution / active EE | $17,562 | $3,086+469.0% | $2,916+502.2% | $4,663+276.6% |
| Participant deferral / active EE | $11,500 | $4,647+147.5% | $4,323+166.0% | $6,689+71.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |