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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 | $52,349 | $202,342-74.1% | $172,753-69.7% | $152,909-65.8% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 28.34% | 1029.88%-1001.5pp | 803.00%-774.7pp | 345.46%-317.1pp |
| Employer contribution / active EE | $3,307 | $5,857-43.5% | $5,144-35.7% | $4,764-30.6% |
| Participant deferral / active EE | $3,646 | $5,948-38.7% | $5,198-29.8% | $5,851-37.7% |
| Admin fee / account holder | $5 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |