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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 | $80,081 | $169,356-52.7% | $129,406-38.1% | $145,897-45.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.19% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $4,158 | $5,542-25.0% | $4,155+0.1% | $4,663-10.8% |
| Participant deferral / active EE | $6,237 | $4,987+25.1% | $4,167+49.7% | $6,689-6.8% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |