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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 | $71,870 | $150,447-52.2% | $136,298-47.3% | $147,586-51.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 21.52% | 1049.15%-1027.6pp | 5156.27%-5134.7pp | 578.59%-557.1pp |
| Employer contribution / active EE | $2,269 | $5,256-56.8% | $4,696-51.7% | $4,876-53.5% |
| Participant deferral / active EE | $3,470 | $6,631-47.7% | $6,247-44.5% | $5,439-36.2% |
| Admin fee / account holder | $277 | $10,906-97.5% | $9,244-97.0% | $10,886-97.5% |