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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 | $41,252 | $150,447-72.6% | $136,298-69.7% | $147,586-72.0% |
| Participation rate | 72.2% | 84.4%-12.2pp | 81.9%-9.7pp | 82.8%-10.6pp |
| Annual return | 25.57% | 1049.15%-1023.6pp | 5156.27%-5130.7pp | 578.59%-553.0pp |
| Employer contribution / active EE | $2,555 | $5,256-51.4% | $4,696-45.6% | $4,876-47.6% |
| Participant deferral / active EE | $6,849 | $6,631+3.3% | $6,247+9.6% | $5,439+25.9% |
| Admin fee / account holder | $140 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |