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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 | $135,477 | $121,656+11.4% | $104,614+29.5% | $158,950-14.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 254.20% | 465.51%-211.3pp | 340.56%-86.4pp | 302.91%-48.7pp |
| Employer contribution / active EE | $509 | $3,164-83.9% | $2,681-81.0% | $4,762-89.3% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |