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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 | $44,108 | $100,938-56.3% | $90,461-51.2% | $158,982-72.3% |
| Participation rate | 88.2% | 75.0%+13.2pp | 72.7%+15.5pp | 82.0%+6.3pp |
| Annual return | 20.69% | 1727.20%-1706.5pp | 1294.76%-1274.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $3,176 | $3,691-14.0% | $3,264-2.7% | $4,763-33.3% |
| Participant deferral / active EE | $5,663 | $4,350+30.2% | $3,964+42.8% | $5,983-5.4% |
| Admin fee / account holder | $280 | $6,510-95.7% | $5,617-95.0% | $11,252-97.5% |