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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 | $50,364 | $162,136-68.9% | $152,301-66.9% | $154,746-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 287.25% | 91.02%+196.2pp | 80.50%+206.7pp | 172.34%+114.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $17,613 | $8,341+111.2% | $8,004+120.1% | $6,730+161.7% |
| Admin fee / account holder | $53 | $15,759-99.7% | $14,398-99.6% | $14,365-99.6% |