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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 | $33,653 | $88,815-62.1% | $81,882-58.9% | $145,897-76.9% |
| Participation rate | 88.2% | 75.1%+13.2pp | 72.4%+15.8pp | 80.3%+7.9pp |
| Annual return | 26.07% | 1033.75%-1007.7pp | 779.47%-753.4pp | 552.29%-526.2pp |
| Employer contribution / active EE | $8,041 | $3,086+160.5% | $2,916+175.7% | $4,663+72.4% |
| Participant deferral / active EE | $7,086 | $4,647+52.5% | $4,323+63.9% | $6,689+5.9% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |