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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 | $11,764 | $88,702-86.7% | $81,780-85.6% | $145,978-91.9% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 65.34% | 1029.12%-963.8pp | 776.27%-710.9pp | 550.52%-485.2pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,433 | $4,645+60.0% | $4,321+72.0% | $6,690+11.1% |
| Admin fee / account holder | $4 | $8,414-100.0% | $7,384-99.9% | $13,400-100.0% |