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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 | $133,321 | $100,938+32.1% | $90,461+47.4% | $158,982-16.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.03% | 1727.20%-1714.2pp | 1294.76%-1281.7pp | 302.99%-290.0pp |
| Employer contribution / active EE | $3,728 | $3,691+1.0% | $3,264+14.2% | $4,763-21.7% |
| Participant deferral / active EE | $9,709 | $4,350+123.2% | $3,964+144.9% | $5,983+62.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |