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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 | $33,207 | $99,011-66.5% | $86,582-61.6% | $147,586-77.5% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 25.75% | 1312.75%-1287.0pp | 965.08%-939.3pp | 578.59%-552.8pp |
| Employer contribution / active EE | $3,190 | $3,132+1.8% | $2,839+12.3% | $4,876-34.6% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |