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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 | $30,846 | $106,008-70.9% | $92,240-66.6% | $147,586-79.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 23.78% | 50.05%-26.3pp | 176.29%-152.5pp | 578.59%-554.8pp |
| Employer contribution / active EE | $7,326 | $4,333+69.1% | $3,680+99.1% | $4,876+50.2% |
| Participant deferral / active EE | $7,467 | $4,478+66.7% | $3,897+91.6% | $5,439+37.3% |
| Admin fee / account holder | $220 | $6,333-96.5% | $5,194-95.8% | $10,886-98.0% |