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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 | $49,121 | $102,663-52.2% | $86,216-43.0% | $139,466-64.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.30% | 1924.52%-1906.2pp | 1169.42%-1151.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $2,897 | $3,035-4.5% | $2,382+21.6% | $4,754-39.1% |
| Participant deferral / active EE | $8,327 | $4,677+78.0% | $3,986+108.9% | $6,712+24.1% |
| Admin fee / account holder | $11 | $8,663-99.9% | $6,853-99.8% | $11,409-99.9% |