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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 | $153,626 | $166,131-7.5% | $164,975-6.9% | $145,877+5.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.42% | 100.37%-91.0pp | 70.12%-60.7pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,171 | $5,276-58.9% | $4,343-50.0% | $4,663-53.5% |
| Participant deferral / active EE | $6,738 | $6,962-3.2% | $6,033+11.7% | $6,691+0.7% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |