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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 | $60,864 | $88,778-31.4% | $81,844-25.6% | $145,884-58.3% |
| Participation rate | 81.8% | 75.1%+6.7pp | 72.4%+9.4pp | 80.3%+1.5pp |
| Annual return | 13.18% | 1033.03%-1019.9pp | 778.87%-765.7pp | 551.85%-538.7pp |
| Employer contribution / active EE | $3,477 | $3,087+12.6% | $2,916+19.2% | $4,662-25.4% |
| Participant deferral / active EE | $9,974 | $4,648+114.6% | $4,323+130.7% | $6,690+49.1% |
| Admin fee / account holder | $18 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |