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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 | $35,044 | $99,017-64.6% | $86,587-59.5% | $147,585-76.3% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 23.54% | 1312.37%-1288.8pp | 964.86%-941.3pp | 578.56%-555.0pp |
| Employer contribution / active EE | $4,316 | $3,132+37.8% | $2,839+52.0% | $4,876-11.5% |
| Participant deferral / active EE | $4,525 | $3,972+13.9% | $3,609+25.4% | $5,439-16.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |