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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 | $64,490 | $111,878-42.4% | $93,727-31.2% | $145,897-55.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.52% | 204.28%-191.8pp | 133.83%-121.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,786 | $3,092-9.9% | $2,421+15.0% | $4,663-40.3% |
| Participant deferral / active EE | $3,732 | $4,920-24.1% | $4,417-15.5% | $6,689-44.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |