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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 | $33,930 | $96,678-64.9% | $86,640-60.8% | $139,466-75.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 45.58% | 106.69%-61.1pp | 592.52%-546.9pp | 373.66%-328.1pp |
| Employer contribution / active EE | $8,621 | $3,265+164.0% | $3,024+185.1% | $4,754+81.3% |
| Participant deferral / active EE | $11,030 | $4,837+128.0% | $4,438+148.5% | $6,712+64.3% |
| Admin fee / account holder | $50 | $6,410-99.2% | $5,616-99.1% | $11,409-99.6% |