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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 | $32,137 | $165,584-80.6% | $142,942-77.5% | $137,256-76.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 38.62% | 164.22%-125.6pp | 113.70%-75.1pp | 220.34%-181.7pp |
| Employer contribution / active EE | $9,306 | $4,725+96.9% | $4,139+124.8% | $4,156+123.9% |
| Participant deferral / active EE | $9,569 | $8,194+16.8% | $7,128+34.2% | $6,407+49.4% |
| Admin fee / account holder | $8 | $16,167-100.0% | $12,475-99.9% | $12,270-99.9% |