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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 | $49,183 | $88,778-44.6% | $81,844-39.9% | $145,884-66.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.27% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $4,313 | $3,087+39.7% | $2,916+47.9% | $4,662-7.5% |
| Participant deferral / active EE | $5,472 | $4,648+17.7% | $4,323+26.6% | $6,690-18.2% |
| Admin fee / account holder | $57 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |