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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 | $34,297 | $106,008-67.6% | $92,240-62.8% | $147,586-76.8% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 14.63% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $5,453 | $4,333+25.8% | $3,680+48.2% | $4,876+11.8% |
| Participant deferral / active EE | $1,749 | $4,478-60.9% | $3,897-55.1% | $5,439-67.8% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |