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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 | $72,618 | $100,938-28.1% | $90,461-19.7% | $158,982-54.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.10% | 1727.20%-1720.1pp | 1294.76%-1287.7pp | 302.99%-295.9pp |
| Employer contribution / active EE | $2,972 | $3,691-19.5% | $3,264-8.9% | $4,763-37.6% |
| Participant deferral / active EE | $3,137 | $4,350-27.9% | $3,964-20.9% | $5,983-47.6% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |