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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 | $30,851 | $166,089-81.4% | $164,928-81.3% | $145,978-78.9% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-7.0pp |
| Annual return | 222.10% | 100.26%+121.8pp | 70.08%+152.0pp | 550.52%-328.4pp |
| Employer contribution / active EE | $3,279 | $5,276-37.9% | $4,343-24.5% | $4,662-29.7% |
| Participant deferral / active EE | $7,125 | $6,961+2.4% | $6,034+18.1% | $6,690+6.5% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |