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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 | $83,919 | $115,810-27.5% | $101,271-17.1% | $158,966-47.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.17% | 56.15%-34.0pp | 46.48%-24.3pp | 302.95%-280.8pp |
| Employer contribution / active EE | $12,590 | $4,175+201.5% | $3,660+244.0% | $4,762+164.4% |
| Participant deferral / active EE | $8,222 | $4,958+65.8% | $4,371+88.1% | $5,983+37.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |