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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 | $67,932 | $88,754-23.5% | $81,820-17.0% | $145,877-53.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 175.59% | 1031.77%-856.2pp | 777.93%-602.3pp | 551.28%-375.7pp |
| Employer contribution / active EE | $5,488 | $3,085+77.9% | $2,915+88.3% | $4,663+17.7% |
| Participant deferral / active EE | $4,550 | $4,648-2.1% | $4,323+5.3% | $6,691-32.0% |
| Admin fee / account holder | $17 | $8,424-99.8% | $7,391-99.8% | $13,402-99.9% |