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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 | $229,731 | $156,927+46.4% | $121,169+89.6% | $139,456+64.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 43.56% | 1475.85%-1432.3pp | 986.71%-943.2pp | 373.45%-329.9pp |
| Employer contribution / active EE | $519 | $5,542-90.6% | $4,168-87.5% | $4,753-89.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |