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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 | $9,414 | $156,963-94.0% | $121,204-92.2% | $139,466-93.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 107.91% | 1476.75%-1368.8pp | 987.18%-879.3pp | 373.66%-265.8pp |
| Employer contribution / active EE | $1,585 | $5,544-71.4% | $4,170-62.0% | $4,754-66.7% |
| Participant deferral / active EE | $5,562 | $4,848+14.7% | $4,083+36.2% | $6,712-17.1% |
| Admin fee / account holder | $104 | $6,953-98.5% | $5,651-98.2% | $11,409-99.1% |