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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 | $42,085 | $159,934-73.7% | $147,005-71.4% | $145,959-71.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 52.18% | 98.24%-46.1pp | 418.76%-366.6pp | 561.95%-509.8pp |
| Employer contribution / active EE | $12,491 | $5,287+136.2% | $4,934+153.2% | $4,661+168.0% |
| Participant deferral / active EE | $13,294 | $8,427+57.8% | $8,070+64.7% | $6,689+98.8% |
| Admin fee / account holder | $10 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |