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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 | $161,143 | $150,442+7.1% | $136,295+18.2% | $147,585+9.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.81% | 1049.09%-1035.3pp | 5155.97%-5142.2pp | 578.56%-564.8pp |
| Employer contribution / active EE | $2,178 | $5,256-58.6% | $4,695-53.6% | $4,876-55.3% |
| Participant deferral / active EE | $3,355 | $6,630-49.4% | $6,247-46.3% | $5,439-38.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |