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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 | $134,899 | $180,749-25.4% | $160,784-16.1% | $137,256-1.7% |
| Participation rate | 71.4% | 80.0%-8.5pp | 77.0%-5.5pp | 80.0%-8.5pp |
| Annual return | 16.86% | 2234.46%-2217.6pp | 1803.92%-1787.1pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,992 | $4,155-52.1% | $3,733-46.6% | $4,156-52.1% |
| Participant deferral / active EE | $5,553 | $6,844-18.9% | $6,293-11.8% | $6,407-13.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |