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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 | $60,202 | $166,268-63.8% | $165,100-63.5% | $145,897-58.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.54% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.8pp |
| Employer contribution / active EE | $2,980 | $5,284-43.6% | $4,348-31.5% | $4,663-36.1% |
| Participant deferral / active EE | $5,809 | $6,964-16.6% | $6,035-3.7% | $6,689-13.2% |
| Admin fee / account holder | $137 | $16,659-99.2% | $12,696-98.9% | $13,390-99.0% |