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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 | $67,382 | $126,519-46.7% | $106,201-36.6% | $145,959-53.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.94% | 225.10%-213.2pp | 116.26%-104.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $12,837 | $3,726+244.6% | $3,170+305.0% | $4,661+175.4% |
| Participant deferral / active EE | $6,248 | $5,716+9.3% | $5,012+24.6% | $6,689-6.6% |
| Admin fee / account holder | $192 | $17,312-98.9% | $11,039-98.3% | $13,398-98.6% |