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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 | $25,321 | $96,388-73.7% | $80,627-68.6% | $139,466-81.8% |
| Participation rate | 88.2% | 73.6%+14.6pp | 67.0%+21.2pp | 80.3%+7.9pp |
| Annual return | 24.71% | 1352.08%-1327.4pp | 936.76%-912.1pp | 373.66%-349.0pp |
| Employer contribution / active EE | $2,551 | $3,260-21.7% | $2,723-6.3% | $4,754-46.3% |
| Participant deferral / active EE | $8,351 | $5,224+59.9% | $4,443+88.0% | $6,712+24.4% |
| Admin fee / account holder | $165 | $6,603-97.5% | $5,381-96.9% | $11,409-98.6% |