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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 | $84,653 | $111,878-24.3% | $93,727-9.7% | $145,897-42.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 26.67% | 204.28%-177.6pp | 133.83%-107.2pp | 552.29%-525.6pp |
| Employer contribution / active EE | $1,723 | $3,092-44.3% | $2,421-28.9% | $4,663-63.1% |
| Participant deferral / active EE | $6,688 | $4,920+35.9% | $4,417+51.4% | $6,6890% |
| Admin fee / account holder | $55 | $10,256-99.5% | $8,292-99.3% | $13,390-99.6% |