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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 | $26,921 | $180,749-85.1% | $160,784-83.3% | $137,256-80.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.80% | 2234.46%-2214.7pp | 1803.92%-1784.1pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,756 | $4,155-57.7% | $3,733-53.0% | $4,156-57.7% |
| Participant deferral / active EE | $2,689 | $6,844-60.7% | $6,293-57.3% | $6,407-58.0% |
| Admin fee / account holder | $12 | $10,397-99.9% | $9,717-99.9% | $12,270-99.9% |