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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 | $67,874 | $150,447-54.9% | $136,298-50.2% | $147,586-54.0% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 19.94% | 1049.15%-1029.2pp | 5156.27%-5136.3pp | 578.59%-558.7pp |
| Employer contribution / active EE | $4,417 | $5,256-16.0% | $4,696-5.9% | $4,876-9.4% |
| Participant deferral / active EE | $7,136 | $6,631+7.6% | $6,247+14.2% | $5,439+31.2% |
| Admin fee / account holder | $136 | $10,906-98.7% | $9,244-98.5% | $10,886-98.7% |