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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 | $29,416 | $180,749-83.7% | $160,784-81.7% | $137,256-78.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.42% | 2234.46%-2215.0pp | 1803.92%-1784.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,452 | $4,155-16.9% | $3,733-7.5% | $4,156-16.9% |
| Participant deferral / active EE | $9,958 | $6,844+45.5% | $6,293+58.2% | $6,407+55.4% |
| Admin fee / account holder | $163 | $10,397-98.4% | $9,717-98.3% | $12,270-98.7% |