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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 | $97,629 | $180,462-45.9% | $154,111-36.7% | $135,379-27.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.82% | 888.17%-878.3pp | 735.18%-725.4pp | 519.79%-510.0pp |
| Employer contribution / active EE | $3,181 | $6,036-47.3% | $5,298-40.0% | $4,779-33.4% |
| Participant deferral / active EE | $4,625 | $5,806-20.3% | $5,081-9.0% | $5,609-17.5% |
| Admin fee / account holder | $231 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |