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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 | $68,575 | $111,535-38.5% | $105,223-34.8% | $137,256-50.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.64% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $25,396 | $3,939+544.7% | $3,689+588.5% | $4,156+511.1% |
| Participant deferral / active EE | $10,632 | $5,500+93.3% | $5,072+109.6% | $6,407+66.0% |
| Admin fee / account holder | $18 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |