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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 | $38,776 | $165,361-76.6% | $149,715-74.1% | $158,950-75.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 946.39% | 348.24%+598.2pp | 276.66%+669.7pp | 302.91%+643.5pp |
| Employer contribution / active EE | $3,767 | $5,103-26.2% | $4,645-18.9% | $4,762-20.9% |
| Participant deferral / active EE | $6,383 | $7,182-11.1% | $6,842-6.7% | $5,983+6.7% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |