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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 | $57,149 | $149,040-61.7% | $120,225-52.5% | $137,256-58.4% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 19.63% | 605.68%-586.1pp | 439.23%-419.6pp | 220.34%-200.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,044 | $4,655-13.1% | $3,999+1.1% | $6,407-36.9% |
| Admin fee / account holder | $222 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |