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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 | $88,343 | $88,815-0.5% | $81,882+7.9% | $145,897-39.4% |
| Participation rate | 94.1% | 75.1%+19.0pp | 72.4%+21.7pp | 80.3%+13.8pp |
| Annual return | 14.13% | 1033.75%-1019.6pp | 779.47%-765.3pp | 552.29%-538.2pp |
| Employer contribution / active EE | $4,734 | $3,086+53.4% | $2,916+62.3% | $4,663+1.5% |
| Participant deferral / active EE | $12,214 | $4,647+162.8% | $4,323+182.5% | $6,689+82.6% |
| Admin fee / account holder | $232 | $8,434-97.3% | $7,360-96.9% | $13,390-98.3% |