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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 | $42,495 | $198,457-78.6% | $170,435-75.1% | $147,586-71.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.05% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $9,412 | $6,183+52.2% | $5,432+73.3% | $4,876+93.0% |
| Participant deferral / active EE | $3,351 | $5,629-40.5% | $4,939-32.2% | $5,439-38.4% |
| Admin fee / account holder | $156 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |