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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 | $73,746 | $109,344-32.6% | $89,400-17.5% | $158,950-53.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.41% | 345.73%-332.3pp | 245.64%-232.2pp | 302.91%-289.5pp |
| Employer contribution / active EE | $7,412 | $3,170+133.8% | $2,586+186.6% | $4,762+55.6% |
| Participant deferral / active EE | $6,500 | $4,599+41.3% | $3,890+67.1% | $5,983+8.6% |
| Admin fee / account holder | $0 | $6,154-100.0% | $4,882-100.0% | $11,248-100.0% |