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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 | $171,538 | $84,628+102.7% | $61,501+178.9% | $134,545+27.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 155.66% | 585.61%-430.0pp | 339.04%-183.4pp | 418.37%-262.7pp |
| Employer contribution / active EE | $7,020 | $1,545+354.4% | $1,160+505.3% | $4,742+48.1% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |