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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 | $95,151 | $175,257-45.7% | $149,717-36.4% | $139,456-31.8% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 49.32% | 166.70%-117.4pp | 134.41%-85.1pp | 373.45%-324.1pp |
| Employer contribution / active EE | $3,750 | $5,477-31.5% | $4,820-22.2% | $4,753-21.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $27 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |