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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 | $57,962 | $56,431+2.7% | $130,788-55.7% | $87,485-33.7% |
| Participation rate | 80.0% | 58.9%+21.1pp | 70.1%+9.9pp | 68.9%+11.1pp |
| Annual return | 17.27% | 91.27%-74.0pp | 386.44%-369.2pp | 26.06%-8.8pp |
| Employer contribution / active EE | $2,071 | $1,549+33.7% | $3,558-41.8% | $2,596-20.2% |
| Participant deferral / active EE | $6,488 | $2,749+136.0% | $4,137+56.8% | $4,274+51.8% |
| Admin fee / account holder | $237 | $4,433-94.7% | $6,673-96.5% | $7,775-97.0% |