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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 | $23,363 | $102,595-77.2% | $94,057-75.2% | $154,746-84.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.45% | 583.42%-560.0pp | 480.62%-457.2pp | 172.34%-148.9pp |
| Employer contribution / active EE | $5,951 | $3,147+89.1% | $2,933+102.9% | $4,379+35.9% |
| Participant deferral / active EE | $6,986 | $5,118+36.5% | $4,709+48.3% | $6,730+3.8% |
| Admin fee / account holder | $272 | $7,736-96.5% | $7,244-96.2% | $14,365-98.1% |