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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 | $24,894 | $103,392-75.9% | $87,104-71.4% | $152,897-83.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 52.38% | 28.10%+24.3pp | 28.19%+24.2pp | 345.43%-293.1pp |
| Employer contribution / active EE | $4,678 | $3,221+45.2% | $2,521+85.5% | $4,764-1.8% |
| Participant deferral / active EE | $8,894 | $4,778+86.1% | $4,048+119.7% | $5,851+52.0% |
| Admin fee / account holder | $2 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |