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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 | $179,028 | $209,840-14.7% | $189,517-5.5% | $167,497+6.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 32.93% | 748.35%-715.4pp | 555.19%-522.3pp | 478.62%-445.7pp |
| Employer contribution / active EE | $2,947 | $6,914-57.4% | $6,162-52.2% | $4,838-39.1% |
| Participant deferral / active EE | $10,959 | $8,935+22.7% | $8,221+33.3% | $6,341+72.8% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |