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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 | $73,412 | $72,465+1.3% | $67,575+8.6% | $145,884-49.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.29% | 7222.56%-7205.3pp | 3528.98%-3511.7pp | 551.85%-534.6pp |
| Employer contribution / active EE | $2,938 | $3,074-4.4% | $2,736+7.4% | $4,662-37.0% |
| Participant deferral / active EE | $3,288 | $4,786-31.3% | $4,003-17.9% | $6,690-50.9% |
| Admin fee / account holder | $85 | $5,515-98.5% | $3,993-97.9% | $13,392-99.4% |