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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 | $84,473 | $209,888-59.8% | $189,545-55.4% | $167,553-49.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.37% | 748.66%-731.3pp | 555.36%-538.0pp | 478.89%-461.5pp |
| Employer contribution / active EE | $14,214 | $6,915+105.5% | $6,162+130.7% | $4,840+193.7% |
| Participant deferral / active EE | $4,773 | $8,934-46.6% | $8,220-41.9% | $6,343-24.7% |
| Admin fee / account holder | $13 | $14,300-99.9% | $12,049-99.9% | $12,316-99.9% |