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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 | $106,045 | $111,830-5.2% | $93,696+13.2% | $145,884-27.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 16.20% | 204.08%-187.9pp | 133.74%-117.5pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,177 | $3,093-29.6% | $2,422-10.1% | $4,662-53.3% |
| Participant deferral / active EE | $10,062 | $4,920+104.5% | $4,417+127.8% | $6,690+50.4% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |