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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 | $41,477 | $99,017-58.1% | $86,587-52.1% | $147,585-71.9% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 18.69% | 1312.37%-1293.7pp | 964.86%-946.2pp | 578.56%-559.9pp |
| Employer contribution / active EE | $1,384 | $3,132-55.8% | $2,839-51.3% | $4,876-71.6% |
| Participant deferral / active EE | $4,920 | $3,972+23.9% | $3,609+36.4% | $5,439-9.5% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |