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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 | $49,097 | $100,911-51.3% | $90,440-45.7% | $158,966-69.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.30% | 1726.62%-1712.3pp | 1294.38%-1280.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $9,039 | $3,690+145.0% | $3,263+177.0% | $4,762+89.8% |
| Participant deferral / active EE | $9,400 | $4,348+116.2% | $3,964+137.2% | $5,983+57.1% |
| Admin fee / account holder | $105 | $6,507-98.4% | $5,615-98.1% | $11,250-99.1% |