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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 | $75,297 | $100,911-25.4% | $90,440-16.7% | $158,966-52.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 20.35% | 1726.62%-1706.3pp | 1294.38%-1274.0pp | 302.95%-282.6pp |
| Employer contribution / active EE | $4,788 | $3,690+29.7% | $3,263+46.7% | $4,762+0.5% |
| Participant deferral / active EE | $6,408 | $4,348+47.4% | $3,964+61.7% | $5,983+7.1% |
| Admin fee / account holder | $3 | $6,507-100.0% | $5,615-99.9% | $11,250-100.0% |