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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 | $58,305 | $125,778-53.6% | $114,563-49.1% | $154,746-62.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 18.08% | 295.14%-277.1pp | 241.09%-223.0pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,750 | $2,806+33.6% | $2,592+44.7% | $4,379-14.4% |
| Participant deferral / active EE | $7,500 | $4,445+68.7% | $4,142+81.1% | $6,730+11.4% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |