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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 | $83,871 | $160,040-47.6% | $147,096-43.0% | $145,877-42.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.46% | 98.49%-77.0pp | 419.75%-398.3pp | 551.28%-529.8pp |
| Employer contribution / active EE | $4,200 | $5,289-20.6% | $4,936-14.9% | $4,663-9.9% |
| Participant deferral / active EE | $7,200 | $8,429-14.6% | $8,071-10.8% | $6,691+7.6% |
| Admin fee / account holder | $40 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |