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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 | $86,286 | $88,710-2.7% | $81,783+5.5% | $145,959-40.9% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.4%+0.4pp | 80.3%-7.6pp |
| Annual return | 10.03% | 1027.26%-1017.2pp | 775.05%-765.0pp | 561.95%-551.9pp |
| Employer contribution / active EE | $2,645 | $3,083-14.2% | $2,913-9.2% | $4,661-43.2% |
| Participant deferral / active EE | $4,442 | $4,645-4.4% | $4,320+2.8% | $6,689-33.6% |
| Admin fee / account holder | $5 | $8,407-99.9% | $7,380-99.9% | $13,398-100.0% |