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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 | $50,006 | $150,447-66.8% | $136,298-63.3% | $147,586-66.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 14.49% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $2,020 | $5,256-61.6% | $4,696-57.0% | $4,876-58.6% |
| Participant deferral / active EE | $2,845 | $6,631-57.1% | $6,247-54.5% | $5,439-47.7% |
| Admin fee / account holder | $210 | $10,906-98.1% | $9,244-97.7% | $10,886-98.1% |