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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 | $39,554 | $160,040-75.3% | $147,096-73.1% | $145,877-72.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.99% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $7,740 | $5,289+46.3% | $4,936+56.8% | $4,663+66.0% |
| Participant deferral / active EE | $14,910 | $8,429+76.9% | $8,071+84.7% | $6,691+122.9% |
| Admin fee / account holder | $52 | $15,050-99.7% | $13,005-99.6% | $13,402-99.6% |