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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 | $100,458 | $175,259-42.7% | $149,723-32.9% | $139,487-28.0% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.4pp | 80.3%-8.9pp |
| Annual return | 11.98% | 166.82%-154.8pp | 134.50%-122.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $3,750 | $5,478-31.5% | $4,821-22.2% | $4,755-21.1% |
| Participant deferral / active EE | $3,750 | $6,522-42.5% | $5,682-34.0% | $6,713-44.1% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |