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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 | $27,485 | $176,688-84.4% | $130,660-79.0% | $152,897-82.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 24.41% | 2693.08%-2668.7pp | 1709.29%-1684.9pp | 345.43%-321.0pp |
| Employer contribution / active EE | $2,585 | $5,743-55.0% | $4,092-36.8% | $4,764-45.7% |
| Participant deferral / active EE | $5,391 | $4,362+23.6% | $3,603+49.6% | $5,851-7.9% |
| Admin fee / account holder | $53 | $7,131-99.3% | $5,463-99.0% | $11,599-99.5% |