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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 | $37,297 | $100,911-63.0% | $90,440-58.8% | $158,966-76.5% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 21.44% | 1726.62%-1705.2pp | 1294.38%-1272.9pp | 302.95%-281.5pp |
| Employer contribution / active EE | $4,063 | $3,690+10.1% | $3,263+24.5% | $4,762-14.7% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $140 | $6,507-97.8% | $5,615-97.5% | $11,250-98.8% |