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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 | $109,982 | $168,626-34.8% | $133,698-17.7% | $145,897-24.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 9.44% | 1168.99%-1159.6pp | 580.90%-571.5pp | 552.29%-542.9pp |
| Employer contribution / active EE | $2,557 | $5,290-51.7% | $4,218-39.4% | $4,663-45.2% |
| Participant deferral / active EE | $5,820 | $8,688-33.0% | $7,016-17.1% | $6,689-13.0% |
| Admin fee / account holder | $20 | $9,638-99.8% | $6,703-99.7% | $13,390-99.9% |