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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 | $91,768 | $108,897-15.7% | $100,378-8.6% | $145,877-37.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 117.17% | 58.17%+59.0pp | 49.41%+67.8pp | 551.28%-434.1pp |
| Employer contribution / active EE | $13,583 | $4,420+207.3% | $3,942+244.6% | $4,663+191.3% |
| Participant deferral / active EE | $17,148 | $8,455+102.8% | $8,087+112.0% | $6,691+156.3% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |