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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 | $23,001 | $111,785-79.4% | $93,669-75.4% | $145,877-84.2% |
| Participation rate | 78.6% | 74.2%+4.3pp | 68.7%+9.8pp | 80.3%-1.7pp |
| Annual return | 18.13% | 203.79%-185.7pp | 133.59%-115.5pp | 551.28%-533.2pp |
| Employer contribution / active EE | $2,928 | $3,096-5.4% | $2,424+20.8% | $4,663-37.2% |
| Participant deferral / active EE | $4,091 | $4,919-16.8% | $4,416-7.4% | $6,691-38.9% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |