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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 | $72,403-39.2% | $67,524-34.8% | $145,978-69.8% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 16.47% | 7197.23%-7180.8pp | 3519.41%-3502.9pp | 550.52%-534.0pp |
| Employer contribution / active EE | $3,364 | $3,072+9.5% | $2,734+23.0% | $4,662-27.8% |
| Participant deferral / active EE | $7,387 | $4,782+54.5% | $4,001+84.6% | $6,690+10.4% |
| Admin fee / account holder | $5 | $5,541-99.9% | $4,001-99.9% | $13,400-100.0% |