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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 | $50,537 | $99,011-49.0% | $86,582-41.6% | $147,586-65.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.23% | 1312.75%-1294.5pp | 965.08%-946.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $2,117 | $3,132-32.4% | $2,839-25.4% | $4,876-56.6% |
| Participant deferral / active EE | $6,202 | $3,972+56.1% | $3,609+71.9% | $5,439+14.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |