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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 | $76,806 | $106,008-27.5% | $92,240-16.7% | $147,586-48.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.29%-158.6pp | 578.59%-560.9pp |
| Employer contribution / active EE | $16,362 | $4,333+277.6% | $3,680+344.7% | $4,876+235.5% |
| Participant deferral / active EE | $7,647 | $4,478+70.8% | $3,897+96.2% | $5,439+40.6% |
| Admin fee / account holder | $208 | $6,333-96.7% | $5,194-96.0% | $10,886-98.1% |