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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 | $144,516 | $150,442-3.9% | $136,295+6.0% | $147,585-2.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.66% | 1049.09%-1032.4pp | 5155.97%-5139.3pp | 578.56%-561.9pp |
| Employer contribution / active EE | $7,343 | $5,256+39.7% | $4,695+56.4% | $4,876+50.6% |
| Participant deferral / active EE | $2,997 | $6,630-54.8% | $6,247-52.0% | $5,439-44.9% |
| Admin fee / account holder | $8 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |