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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 | $75,417 | $102,393-26.3% | $147,041-48.7% | $80,911-6.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.24% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $3,769 | $3,715+1.5% | $4,935-23.6% | $2,756+36.8% |
| Participant deferral / active EE | $2,893 | $6,647-56.5% | $8,071-64.1% | $4,297-32.7% |
| Admin fee / account holder | $87 | $7,943-98.9% | $13,006-99.3% | $6,935-98.8% |