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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 | $18,266 | $88,702-79.4% | $81,780-77.7% | $145,978-87.5% |
| Participation rate | 88.9% | 75.0%+13.8pp | 72.4%+16.5pp | 80.3%+8.6pp |
| Annual return | 13.22% | 1029.12%-1015.9pp | 776.27%-763.0pp | 550.52%-537.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,296 | $4,645-7.5% | $4,321-0.6% | $6,690-35.8% |
| Admin fee / account holder | $168 | $8,414-98.0% | $7,384-97.7% | $13,400-98.7% |