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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 | $37,457 | $149,040-74.9% | $120,225-68.8% | $137,256-72.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.08% | 605.68%-586.6pp | 439.23%-420.1pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,484 | $4,350-42.9% | $3,475-28.5% | $4,156-40.2% |
| Participant deferral / active EE | $8,590 | $4,655+84.6% | $3,999+114.8% | $6,407+34.1% |
| Admin fee / account holder | $235 | $6,348-96.3% | $5,696-95.9% | $12,270-98.1% |