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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 | $88,787 | $108,897-18.5% | $100,378-11.5% | $145,877-39.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.64% | 58.17%-43.5pp | 49.41%-34.8pp | 551.28%-536.6pp |
| Employer contribution / active EE | $2,242 | $4,420-49.3% | $3,942-43.1% | $4,663-51.9% |
| Participant deferral / active EE | $8,219 | $8,455-2.8% | $8,087+1.6% | $6,691+22.8% |
| Admin fee / account holder | $40 | $9,690-99.6% | $7,899-99.5% | $13,402-99.7% |