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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 | $67,191 | $90,691-25.9% | $76,119-11.7% | $145,884-53.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.89% | 624.52%-607.6pp | 361.25%-344.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $5,596 | $3,329+68.1% | $2,693+107.8% | $4,662+20.0% |
| Participant deferral / active EE | $13,999 | $5,167+170.9% | $4,259+228.7% | $6,690+109.3% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |