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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 | $32,024 | $99,031-67.7% | $86,597-63.0% | $147,585-78.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.48% | 1312.56%-1299.1pp | 964.96%-951.5pp | 578.57%-565.1pp |
| Employer contribution / active EE | $2,040 | $3,132-34.9% | $2,840-28.2% | $4,876-58.2% |
| Participant deferral / active EE | $5,881 | $3,972+48.0% | $3,609+63.0% | $5,439+8.1% |
| Admin fee / account holder | $241 | $5,711-95.8% | $4,906-95.1% | $10,885-97.8% |