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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 | $12,735 | $103,008-87.6% | $90,304-85.9% | $152,897-91.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 40.04% | 95.22%-55.2pp | 78.13%-38.1pp | 345.43%-305.4pp |
| Employer contribution / active EE | $3,552 | $3,139+13.1% | $2,855+24.4% | $4,764-25.4% |
| Participant deferral / active EE | $3,552 | $4,281-17.0% | $3,885-8.6% | $5,851-39.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |