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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 | $73,372 | $173,397-57.7% | $135,987-46.0% | $145,877-49.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 26.67% | 1166.18%-1139.5pp | 580.01%-553.3pp | 551.28%-524.6pp |
| Employer contribution / active EE | $23,713 | $5,281+349.0% | $4,214+462.7% | $4,663+408.5% |
| Participant deferral / active EE | $13,929 | $8,710+59.9% | $7,027+98.2% | $6,691+108.2% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |