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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 | $89,272 | $84,708+5.4% | $75,714+17.9% | $167,536-46.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 19.71% | 199.62%-179.9pp | 104.62%-84.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $5,225 | $4,577+14.1% | $3,820+36.8% | $6,342-17.6% |
| Admin fee / account holder | $56 | $5,358-99.0% | $3,619-98.5% | $12,315-99.5% |