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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 | $18,344 | $58,391-68.6% | $76,667-76.1% | $72,976-74.9% |
| Participation rate | 96.9% | 67.4%+29.5pp | 72.1%+24.8pp | 69.5%+27.4pp |
| Annual return | 32.03% | 2306.65%-2274.6pp | 1166.74%-1134.7pp | 81.02%-49.0pp |
| Employer contribution / active EE | $4,939 | $1,787+176.4% | $2,303+114.5% | $2,440+102.4% |
| Participant deferral / active EE | $5,126 | $2,690+90.5% | $3,336+53.7% | $3,608+42.1% |
| Admin fee / account holder | $135 | $4,014-96.6% | $6,423-97.9% | $5,124-97.4% |