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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 | $83,840 | $132,634-36.8% | $115,768-27.6% | $137,256-38.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 20.95% | 160.70%-139.7pp | 100.46%-79.5pp | 220.34%-199.4pp |
| Employer contribution / active EE | $12,177 | $3,360+262.5% | $2,940+314.2% | $4,156+193.0% |
| Participant deferral / active EE | $12,177 | $5,619+116.7% | $4,917+147.7% | $6,407+90.1% |
| Admin fee / account holder | $84 | $15,028-99.4% | $12,439-99.3% | $12,270-99.3% |