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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 | $56,998 | $125,778-54.7% | $114,563-50.2% | $154,746-63.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 19.31% | 295.14%-275.8pp | 241.09%-221.8pp | 172.34%-153.0pp |
| Employer contribution / active EE | $7,749 | $2,806+176.2% | $2,592+199.0% | $4,379+77.0% |
| Participant deferral / active EE | $3,784 | $4,445-14.9% | $4,142-8.6% | $6,730-43.8% |
| Admin fee / account holder | $79 | $8,190-99.0% | $7,623-99.0% | $14,365-99.4% |