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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 | $130,192 | $96,691+34.6% | $86,656+50.2% | $139,487-6.7% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 19.31% | 106.87%-87.6pp | 593.09%-573.8pp | 373.84%-354.5pp |
| Employer contribution / active EE | $1,000 | $3,267-69.4% | $3,025-66.9% | $4,755-79.0% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |