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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 | $70,273 | $148,582-52.7% | $135,942-48.3% | $139,456-49.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 38.83% | 79.26%-40.4pp | 68.28%-29.5pp | 373.45%-334.6pp |
| Employer contribution / active EE | $24,750 | $5,245+371.9% | $4,858+409.5% | $4,753+420.8% |
| Participant deferral / active EE | $19,800 | $8,101+144.4% | $7,759+155.2% | $6,711+195.0% |
| Admin fee / account holder | $90 | $12,402-99.3% | $10,764-99.2% | $11,407-99.2% |