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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 | $55,711 | $150,447-63.0% | $136,298-59.1% | $147,586-62.3% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 18.01% | 1049.15%-1031.1pp | 5156.27%-5138.3pp | 578.59%-560.6pp |
| Employer contribution / active EE | $1,635 | $5,256-68.9% | $4,696-65.2% | $4,876-66.5% |
| Participant deferral / active EE | $10,644 | $6,631+60.5% | $6,247+70.4% | $5,439+95.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |