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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 | $74,973 | $202,342-62.9% | $172,753-56.6% | $152,909-51.0% |
| Participation rate | 82.4% | 87.1%-4.7pp | 82.6%-0.3pp | 82.5%-0.1pp |
| Annual return | 23.31% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $2,804 | $5,857-52.1% | $5,144-45.5% | $4,764-41.1% |
| Participant deferral / active EE | $3,972 | $5,948-33.2% | $5,198-23.6% | $5,851-32.1% |
| Admin fee / account holder | $28 | $17,112-99.8% | $13,956-99.8% | $11,601-99.8% |