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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 | $67,117 | $102,595-34.6% | $94,057-28.6% | $154,746-56.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.30% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $4,224 | $3,147+34.2% | $2,933+44.0% | $4,379-3.6% |
| Participant deferral / active EE | $5,380 | $5,118+5.1% | $4,709+14.2% | $6,730-20.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |