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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 | $147,144 | $93,346+57.6% | $71,796+104.9% | $273,972-46.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.96% | 130.39%-116.4pp | 78.04%-64.1pp | 41.46%-27.5pp |
| Employer contribution / active EE | $508 | $2,733-81.4% | $1,924-73.6% | $4,869-89.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |