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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 | $34,914 | $99,011-64.7% | $86,582-59.7% | $147,586-76.3% |
| Participation rate | 76.5% | 76.3%+0.1pp | 73.5%+2.9pp | 82.8%-6.4pp |
| Annual return | 18.88% | 1312.75%-1293.9pp | 965.08%-946.2pp | 578.59%-559.7pp |
| Employer contribution / active EE | $4,388 | $3,132+40.1% | $2,839+54.5% | $4,876-10.0% |
| Participant deferral / active EE | $8,217 | $3,972+106.8% | $3,609+127.7% | $5,439+51.1% |
| Admin fee / account holder | $18 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |