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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 | $44,946 | $160,028-71.9% | $147,080-69.4% | $145,884-69.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 98.60%-78.7pp | 420.17%-400.3pp | 551.85%-532.0pp |
| Employer contribution / active EE | $7,664 | $5,286+45.0% | $4,933+55.4% | $4,662+64.4% |
| Participant deferral / active EE | $19,278 | $8,422+128.9% | $8,066+139.0% | $6,690+188.2% |
| Admin fee / account holder | $130 | $15,030-99.1% | $12,989-99.0% | $13,392-99.0% |