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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 | $23,848 | $85,766-72.2% | $136,298-82.5% | $70,126-66.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 53.18% | 31.46%+21.7pp | 5156.27%-5103.1pp | 73.15%-20.0pp |
| Employer contribution / active EE | $9,353 | $2,966+215.3% | $4,696+99.2% | $2,343+299.3% |
| Participant deferral / active EE | $5,851 | $5,051+15.8% | $6,247-6.3% | $3,332+75.6% |
| Admin fee / account holder | $271 | $5,421-95.0% | $9,244-97.1% | $4,645-94.2% |