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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 | $157,817 | $176,688-10.7% | $130,660+20.8% | $152,909+3.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 16.02% | 2693.08%-2677.1pp | 1709.29%-1693.3pp | 345.46%-329.4pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,800 | $4,362+101.7% | $3,603+144.2% | $5,851+50.4% |
| Admin fee / account holder | $107 | $7,131-98.5% | $5,463-98.0% | $11,601-99.1% |