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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 | $59,299 | $96,678-38.7% | $86,640-31.6% | $139,466-57.5% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 26.79% | 106.69%-79.9pp | 592.52%-565.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $4,319 | $3,265+32.3% | $3,024+42.8% | $4,754-9.2% |
| Participant deferral / active EE | $4,298 | $4,837-11.1% | $4,438-3.2% | $6,712-36.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |