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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 | $33,540 | $144,130-76.7% | $117,861-71.5% | $147,586-77.3% |
| Participation rate | 87.5% | 83.4%+4.1pp | 79.7%+7.8pp | 82.8%+4.7pp |
| Annual return | 37.03% | 531.20%-494.2pp | 335.11%-298.1pp | 578.59%-541.6pp |
| Employer contribution / active EE | $928 | $4,897-81.0% | $3,786-75.5% | $4,876-81.0% |
| Participant deferral / active EE | $2,584 | $5,316-51.4% | $4,482-42.3% | $5,439-52.5% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |