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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 | $90,508 | $75,832+19.4% | $147,618-38.7% | $59,633+51.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.76% | 0.37%+0.4pp | 61.98%-61.2pp | 2041.40%-2040.6pp |
| Employer contribution / active EE | $8,619 | $3,485+147.3% | $5,565+54.9% | $2,203+291.3% |
| Participant deferral / active EE | $5,067 | $3,131+61.9% | $4,895+3.5% | $3,192+58.8% |
| Admin fee / account holder | $122 | $5,986-98.0% | $11,612-98.9% | $4,297-97.2% |