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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 | $58,659 | $104,544-43.9% | $76,657-23.5% | $152,897-61.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 30.43% | 1014.36%-983.9pp | 1166.74%-1136.3pp | 345.43%-315.0pp |
| Employer contribution / active EE | $1,979 | $3,118-36.5% | $2,303-14.0% | $4,764-58.4% |
| Participant deferral / active EE | $12,999 | $4,236+206.9% | $3,335+289.7% | $5,851+122.2% |
| Admin fee / account holder | $234 | $12,286-98.1% | $6,423-96.4% | $11,599-98.0% |