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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 | $106,872 | $166,131-35.7% | $164,975-35.2% | $145,877-26.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.36% | 100.37%-85.0pp | 70.12%-54.8pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,584 | $5,276-51.0% | $4,343-40.5% | $4,663-44.6% |
| Participant deferral / active EE | $8,976 | $6,962+28.9% | $6,033+48.8% | $6,691+34.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |