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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 | $69,458 | $111,785-37.9% | $93,669-25.8% | $145,877-52.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.07% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $3,274 | $3,096+5.8% | $2,424+35.1% | $4,663-29.8% |
| Participant deferral / active EE | $9,416 | $4,919+91.4% | $4,416+113.2% | $6,691+40.7% |
| Admin fee / account holder | $134 | $10,256-98.7% | $8,291-98.4% | $13,402-99.0% |