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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 | $55,604 | $90,530-38.6% | $76,030-26.9% | $145,897-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.89% | 625.08%-614.2pp | 361.54%-350.6pp | 552.29%-541.4pp |
| Employer contribution / active EE | $3,655 | $3,319+10.1% | $2,688+36.0% | $4,663-21.6% |
| Participant deferral / active EE | $5,227 | $5,164+1.2% | $4,257+22.8% | $6,689-21.9% |
| Admin fee / account holder | $223 | $8,383-97.3% | $6,421-96.5% | $13,390-98.3% |