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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 | $80,107 | $125,237-36.0% | $105,608-24.1% | $145,877-45.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.15% | 225.76%-212.6pp | 116.50%-103.4pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,304 | $3,720-65.0% | $3,167-58.8% | $4,663-72.0% |
| Participant deferral / active EE | $13,504 | $5,711+136.5% | $5,010+169.6% | $6,691+101.8% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |