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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 | $92,340 | $112,933-18.2% | $90,970+1.5% | $158,982-41.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 21.65% | 215.82%-194.2pp | 134.60%-112.9pp | 302.99%-281.3pp |
| Employer contribution / active EE | $742 | $2,893-74.4% | $2,122-65.0% | $4,763-84.4% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |