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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 | $53,520 | $99,031-46.0% | $86,597-38.2% | $147,585-63.7% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 22.45% | 1312.56%-1290.1pp | 964.96%-942.5pp | 578.57%-556.1pp |
| Employer contribution / active EE | $2,174 | $3,132-30.6% | $2,840-23.4% | $4,876-55.4% |
| Participant deferral / active EE | $5,179 | $3,972+30.4% | $3,609+43.5% | $5,439-4.8% |
| Admin fee / account holder | $152 | $5,711-97.3% | $4,906-96.9% | $10,885-98.6% |