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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 | $46,134 | $202,342-77.2% | $172,753-73.3% | $152,909-69.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.16% | 1029.88%-1001.7pp | 803.00%-774.8pp | 345.46%-317.3pp |
| Employer contribution / active EE | $5,816 | $5,857-0.7% | $5,144+13.1% | $4,764+22.1% |
| Participant deferral / active EE | $4,578 | $5,948-23.0% | $5,198-11.9% | $5,851-21.8% |
| Admin fee / account holder | $189 | $17,112-98.9% | $13,956-98.6% | $11,601-98.4% |