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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 | $63,139 | $160,028-60.5% | $147,080-57.1% | $145,884-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.51% | 98.60%-72.1pp | 420.17%-393.7pp | 551.85%-525.3pp |
| Employer contribution / active EE | $12,940 | $5,286+144.8% | $4,933+162.3% | $4,662+177.5% |
| Participant deferral / active EE | $19,709 | $8,422+134.0% | $8,066+144.3% | $6,690+194.6% |
| Admin fee / account holder | $23 | $15,030-99.9% | $12,989-99.8% | $13,392-99.8% |