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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 | $11,952 | $96,361-87.6% | $80,607-85.2% | $139,456-91.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 27.48% | 1350.95%-1323.5pp | 936.11%-908.6pp | 373.45%-346.0pp |
| Employer contribution / active EE | $2,017 | $3,262-38.2% | $2,724-26.0% | $4,753-57.6% |
| Participant deferral / active EE | $4,671 | $5,232-10.7% | $4,448+5.0% | $6,711-30.4% |
| Admin fee / account holder | $0 | $6,601-100.0% | $5,379-100.0% | $11,407-100.0% |