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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 | $52,155 | $88,754-41.2% | $81,820-36.3% | $145,877-64.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 24.68% | 1031.77%-1007.1pp | 777.93%-753.3pp | 551.28%-526.6pp |
| Employer contribution / active EE | $789 | $3,085-74.4% | $2,915-72.9% | $4,663-83.1% |
| Participant deferral / active EE | $5,279 | $4,648+13.6% | $4,323+22.1% | $6,691-21.1% |
| Admin fee / account holder | $208 | $8,424-97.5% | $7,391-97.2% | $13,402-98.4% |