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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 | $83,110 | $72,426+14.8% | $67,560+23.0% | $145,897-43.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.65% | 7226.78%-7209.1pp | 3533.50%-3515.8pp | 552.29%-534.6pp |
| Employer contribution / active EE | $2,669 | $3,074-13.2% | $2,737-2.5% | $4,663-42.8% |
| Participant deferral / active EE | $6,894 | $4,785+44.1% | $4,004+72.2% | $6,689+3.1% |
| Admin fee / account holder | $20 | $5,514-99.6% | $3,994-99.5% | $13,390-99.9% |