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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 | $44,024 | $72,426-39.2% | $67,560-34.8% | $145,897-69.8% |
| Participation rate | 83.3% | 76.9%+6.4pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 16.47% | 7226.78%-7210.3pp | 3533.50%-3517.0pp | 552.29%-535.8pp |
| Employer contribution / active EE | $3,364 | $3,074+9.4% | $2,737+22.9% | $4,663-27.9% |
| Participant deferral / active EE | $7,387 | $4,785+54.4% | $4,004+84.5% | $6,689+10.4% |
| Admin fee / account holder | $5 | $5,514-99.9% | $3,994-99.9% | $13,390-100.0% |