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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 | $31,269 | $109,967-71.6% | $97,197-67.8% | $145,877-78.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 17.87% | 244.27%-226.4pp | 75.47%-57.6pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,830 | $3,077+57.0% | $2,723+77.4% | $4,663+3.6% |
| Participant deferral / active EE | $14,538 | $4,676+210.9% | $4,263+241.0% | $6,691+117.3% |
| Admin fee / account holder | $100 | $6,199-98.4% | $5,637-98.2% | $13,402-99.3% |