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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 | $22,011 | $125,184-82.4% | $105,607-79.2% | $145,884-84.9% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.84% | 225.00%-209.2pp | 116.11%-100.3pp | 551.85%-536.0pp |
| Employer contribution / active EE | $17,405 | $3,720+367.9% | $3,167+449.6% | $4,662+273.3% |
| Participant deferral / active EE | $3,044 | $5,714-46.7% | $5,011-39.3% | $6,690-54.5% |
| Admin fee / account holder | $34 | $17,133-99.8% | $10,958-99.7% | $13,392-99.7% |