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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 | $114,157 | $175,231-34.9% | $149,696-23.7% | $139,466-18.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.26% | 166.77%-142.5pp | 134.46%-110.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $11,573 | $5,478+111.3% | $4,821+140.1% | $4,754+143.4% |
| Participant deferral / active EE | $3,150 | $6,521-51.7% | $5,682-44.6% | $6,712-53.1% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |