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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 | $112,758 | $102,663+9.8% | $86,216+30.8% | $139,466-19.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.53% | 1924.52%-1909.0pp | 1169.42%-1153.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $15,186 | $3,035+400.4% | $2,382+537.7% | $4,754+219.4% |
| Participant deferral / active EE | $7,500 | $4,677+60.3% | $3,986+88.2% | $6,712+11.7% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |