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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 | $156,971 | $144,130+8.9% | $117,861+33.2% | $147,586+6.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.07% | 531.20%-515.1pp | 335.11%-319.0pp | 578.59%-562.5pp |
| Employer contribution / active EE | $16,991 | $4,897+247.0% | $3,786+348.7% | $4,876+248.4% |
| Participant deferral / active EE | $4,284 | $5,316-19.4% | $4,482-4.4% | $5,439-21.2% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |