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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 | $52,173 | $126,519-58.8% | $106,201-50.9% | $145,959-64.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 42.65% | 225.10%-182.4pp | 116.26%-73.6pp | 561.95%-519.3pp |
| Employer contribution / active EE | $7,618 | $3,726+104.5% | $3,170+140.3% | $4,661+63.4% |
| Participant deferral / active EE | $13,549 | $5,716+137.0% | $5,012+170.3% | $6,689+102.6% |
| Admin fee / account holder | $173 | $17,312-99.0% | $11,039-98.4% | $13,398-98.7% |