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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 | $70,552 | $149,040-52.7% | $120,225-41.3% | $137,256-48.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 27.98% | 605.68%-577.7pp | 439.23%-411.2pp | 220.34%-192.4pp |
| Employer contribution / active EE | $4,078 | $4,350-6.3% | $3,475+17.3% | $4,156-1.9% |
| Participant deferral / active EE | $16,673 | $4,655+258.2% | $3,999+317.0% | $6,407+160.2% |
| Admin fee / account holder | $47 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |