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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 | $64,274 | $121,677-47.2% | $104,625-38.6% | $158,966-59.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.93% | 465.58%-452.6pp | 340.60%-327.7pp | 302.95%-290.0pp |
| Employer contribution / active EE | $2,484 | $3,165-21.5% | $2,681-7.4% | $4,762-47.8% |
| Participant deferral / active EE | $6,144 | $4,175+47.2% | $3,738+64.4% | $5,983+2.7% |
| Admin fee / account holder | $5 | $7,777-99.9% | $6,465-99.9% | $11,250-100.0% |