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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 | $44,721 | $99,031-54.8% | $86,597-48.4% | $147,585-69.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.39% | 1312.56%-1295.2pp | 964.96%-947.6pp | 578.57%-561.2pp |
| Employer contribution / active EE | $1,028 | $3,132-67.2% | $2,840-63.8% | $4,876-78.9% |
| Participant deferral / active EE | $4,568 | $3,972+15.0% | $3,609+26.6% | $5,439-16.0% |
| Admin fee / account holder | $80 | $5,711-98.6% | $4,906-98.4% | $10,885-99.3% |