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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 | $24,910 | $99,011-74.8% | $86,582-71.2% | $147,586-83.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 144.50% | 1312.75%-1168.2pp | 965.08%-820.6pp | 578.59%-434.1pp |
| Employer contribution / active EE | $2,469 | $3,132-21.2% | $2,839-13.0% | $4,876-49.4% |
| Participant deferral / active EE | $8,518 | $3,972+114.4% | $3,609+136.1% | $5,439+56.6% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |