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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 | $114,984 | $150,447-23.6% | $136,298-15.6% | $147,586-22.1% |
| Participation rate | 84.2% | 84.4%-0.2pp | 81.9%+2.3pp | 82.8%+1.4pp |
| Annual return | 16.09% | 1049.15%-1033.1pp | 5156.27%-5140.2pp | 578.59%-562.5pp |
| Employer contribution / active EE | $2,226 | $5,256-57.6% | $4,696-52.6% | $4,876-54.3% |
| Participant deferral / active EE | $5,513 | $6,631-16.9% | $6,247-11.8% | $5,439+1.4% |
| Admin fee / account holder | $283 | $10,906-97.4% | $9,244-96.9% | $10,886-97.4% |