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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 | $60,680 | $156,970-61.3% | $121,210-49.9% | $139,487-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1477.10%-1463.9pp | 987.41%-974.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $1,981 | $5,546-64.3% | $4,171-52.5% | $4,755-58.3% |
| Participant deferral / active EE | $4,985 | $4,849+2.8% | $4,084+22.1% | $6,713-25.7% |
| Admin fee / account holder | $176 | $6,947-97.5% | $5,647-96.9% | $11,407-98.5% |