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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 | $63,345 | $100,938-37.2% | $90,461-30.0% | $158,982-60.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.88% | 1727.20%-1712.3pp | 1294.76%-1279.9pp | 302.99%-288.1pp |
| Employer contribution / active EE | $1,620 | $3,691-56.1% | $3,264-50.4% | $4,763-66.0% |
| Participant deferral / active EE | $6,824 | $4,350+56.9% | $3,964+72.1% | $5,983+14.0% |
| Admin fee / account holder | $26 | $6,510-99.6% | $5,617-99.5% | $11,252-99.8% |