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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 | $84,771 | $156,927-46.0% | $121,169-30.0% | $139,456-39.2% |
| Participation rate | 71.4% | 76.4%-5.0pp | 69.5%+1.9pp | 80.3%-8.9pp |
| Annual return | 16.44% | 1475.85%-1459.4pp | 986.71%-970.3pp | 373.45%-357.0pp |
| Employer contribution / active EE | $2,578 | $5,542-53.5% | $4,168-38.1% | $4,753-45.7% |
| Participant deferral / active EE | $7,345 | $4,848+51.5% | $4,083+79.9% | $6,711+9.4% |
| Admin fee / account holder | $42 | $6,946-99.4% | $5,645-99.3% | $11,407-99.6% |