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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 | $61,576 | $99,011-37.8% | $86,582-28.9% | $147,586-58.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.08% | 1312.75%-1291.7pp | 965.08%-944.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,638 | $3,132-47.7% | $2,839-42.3% | $4,876-66.4% |
| Participant deferral / active EE | $6,104 | $3,972+53.7% | $3,609+69.1% | $5,439+12.2% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |