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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 | $46,674 | $85,766-45.6% | $136,298-65.8% | $70,126-33.4% |
| Participation rate | 92.7% | 74.2%+18.5pp | 81.9%+10.8pp | 69.5%+23.1pp |
| Annual return | 66.73% | 31.46%+35.3pp | 5156.27%-5089.5pp | 73.15%-6.4pp |
| Employer contribution / active EE | $3,755 | $2,966+26.6% | $4,696-20.0% | $2,343+60.3% |
| Participant deferral / active EE | $4,340 | $5,051-14.1% | $6,247-30.5% | $3,332+30.3% |
| Admin fee / account holder | $118 | $5,421-97.8% | $9,244-98.7% | $4,645-97.5% |