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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 | $61,814 | $73,546-16.0% | $63,018-1.9% | $147,586-58.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 18.88% | 175.56%-156.7pp | 87.62%-68.7pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,199 | $3,324+26.3% | $2,761+52.1% | $4,876-13.9% |
| Participant deferral / active EE | $4,613 | $4,185+10.2% | $3,330+38.6% | $5,439-15.2% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |