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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 | $64,880 | $202,342-67.9% | $172,752-62.4% | $152,897-57.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.56% | 1029.83%-1006.3pp | 802.97%-779.4pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,692 | $5,858-71.1% | $5,144-67.1% | $4,764-64.5% |
| Participant deferral / active EE | $8,523 | $5,948+43.3% | $5,198+64.0% | $5,851+45.7% |
| Admin fee / account holder | $18 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |