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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 | $28,705 | $100,895-71.5% | $90,430-68.3% | $158,950-81.9% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 46.51% | 1725.54%-1679.0pp | 1293.73%-1247.2pp | 302.91%-256.4pp |
| Employer contribution / active EE | $3,359 | $3,689-9.0% | $3,262+3.0% | $4,762-29.5% |
| Participant deferral / active EE | $7,604 | $4,347+74.9% | $3,963+91.9% | $5,983+27.1% |
| Admin fee / account holder | $48 | $6,505-99.3% | $5,613-99.1% | $11,248-99.6% |