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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 | $78,105 | $132,634-41.1% | $115,768-32.5% | $137,256-43.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.20% | 160.70%-142.5pp | 100.46%-82.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,000 | $3,360+78.6% | $2,940+104.1% | $4,156+44.4% |
| Participant deferral / active EE | $10,872 | $5,619+93.5% | $4,917+121.1% | $6,407+69.7% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |