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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 | $53,486 | $183,988-70.9% | $162,177-67.0% | $152,897-65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.40% | 150.79%-132.4pp | 115.60%-97.2pp | 345.43%-327.0pp |
| Employer contribution / active EE | $2,356 | $6,370-63.0% | $5,613-58.0% | $4,764-50.5% |
| Participant deferral / active EE | $7,863 | $8,032-2.1% | $7,297+7.8% | $5,851+34.4% |
| Admin fee / account holder | $54 | $13,123-99.6% | $10,843-99.5% | $11,599-99.5% |