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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 | $81,509 | $150,412-45.8% | $120,574-32.4% | $145,884-44.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.92% | 154.50%-136.6pp | 107.42%-89.5pp | 551.85%-533.9pp |
| Employer contribution / active EE | $23,721 | $4,355+444.7% | $3,471+583.5% | $4,662+408.8% |
| Participant deferral / active EE | $2,244 | $6,175-63.7% | $4,996-55.1% | $6,690-66.5% |
| Admin fee / account holder | $171 | $12,224-98.6% | $9,445-98.2% | $13,392-98.7% |