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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 | $61,040 | $104,907-41.8% | $84,610-27.9% | $152,870-60.1% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 19.35% | 373.79%-354.4pp | 258.74%-239.4pp | 345.34%-326.0pp |
| Employer contribution / active EE | $13,521 | $3,301+309.6% | $2,652+409.8% | $4,763+183.9% |
| Participant deferral / active EE | $8,638 | $4,688+84.3% | $3,899+121.6% | $5,850+47.6% |
| Admin fee / account holder | $16 | $6,241-99.7% | $4,912-99.7% | $11,597-99.9% |