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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 | $72,083 | $72,0710% | $68,368+5.4% | $137,256-47.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 26.06% | 353.14%-327.1pp | 292.57%-266.5pp | 220.34%-194.3pp |
| Employer contribution / active EE | $21,605 | $2,788+674.9% | $2,649+715.6% | $4,156+419.8% |
| Participant deferral / active EE | $10,135 | $4,410+129.8% | $4,123+145.8% | $6,407+58.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |