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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 | $114,326 | $176,077-35.1% | $159,455-28.3% | $167,518-31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.94% | 331.83%-317.9pp | 263.63%-249.7pp | 478.71%-464.8pp |
| Employer contribution / active EE | $10,891 | $5,298+105.6% | $4,830+125.5% | $4,838+125.1% |
| Participant deferral / active EE | $4,677 | $7,751-39.7% | $7,353-36.4% | $6,342-26.3% |
| Admin fee / account holder | $63 | $12,556-99.5% | $10,800-99.4% | $12,312-99.5% |