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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 | $43,115 | $84,741-49.1% | $75,731-43.1% | $167,553-74.3% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.8%+16.8pp | 82.1%+9.6pp |
| Annual return | 16.77% | 199.72%-183.0pp | 104.65%-87.9pp | 478.89%-462.1pp |
| Employer contribution / active EE | $2,365 | $3,230-26.8% | $2,743-13.8% | $4,840-51.1% |
| Participant deferral / active EE | $7,468 | $4,577+63.2% | $3,820+95.5% | $6,343+17.7% |
| Admin fee / account holder | $0 | $5,361-100.0% | $3,620-100.0% | $12,316-100.0% |