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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 | $84,204 | $159,978-47.4% | $147,041-42.7% | $145,978-42.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.68% | 98.36%-86.7pp | 419.21%-407.5pp | 550.52%-538.8pp |
| Employer contribution / active EE | $1,236 | $5,288-76.6% | $4,935-75.0% | $4,662-73.5% |
| Participant deferral / active EE | $12,526 | $8,429+48.6% | $8,071+55.2% | $6,690+87.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |