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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 | $71,500 | $108,897-34.3% | $100,378-28.8% | $145,877-51.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.34% | 58.17%-39.8pp | 49.41%-31.1pp | 551.28%-532.9pp |
| Employer contribution / active EE | $3,098 | $4,420-29.9% | $3,942-21.4% | $4,663-33.6% |
| Participant deferral / active EE | $9,210 | $8,455+8.9% | $8,087+13.9% | $6,691+37.7% |
| Admin fee / account holder | $124 | $9,690-98.7% | $7,899-98.4% | $13,402-99.1% |