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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 | $129,279 | $175,257-26.2% | $149,717-13.7% | $139,456-7.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.67% | 166.70%-154.0pp | 134.41%-121.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $2,593 | $5,477-52.6% | $4,820-46.2% | $4,753-45.4% |
| Participant deferral / active EE | $12,836 | $6,521+96.8% | $5,682+125.9% | $6,711+91.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |