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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 | $54,960 | $99,995-45.0% | $85,063-35.4% | $145,978-62.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.75% | 83.99%-65.2pp | 66.54%-47.8pp | 550.52%-531.8pp |
| Employer contribution / active EE | $7,712 | $3,231+138.7% | $2,727+182.8% | $4,662+65.4% |
| Participant deferral / active EE | $15,889 | $5,295+200.1% | $4,523+251.3% | $6,690+137.5% |
| Admin fee / account holder | $77 | $7,255-98.9% | $6,155-98.7% | $13,400-99.4% |