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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 | $19,094 | $72,403-73.6% | $67,524-71.7% | $145,978-86.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.77% | 7197.23%-7182.5pp | 3519.41%-3504.6pp | 550.52%-535.7pp |
| Employer contribution / active EE | $3,231 | $3,072+5.2% | $2,734+18.2% | $4,662-30.7% |
| Participant deferral / active EE | $3,860 | $4,782-19.3% | $4,001-3.5% | $6,690-42.3% |
| Admin fee / account holder | $52 | $5,541-99.1% | $4,001-98.7% | $13,400-99.6% |