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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 | $40,362 | $175,257-77.0% | $149,717-73.0% | $139,456-71.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.78% | 166.70%-143.9pp | 134.41%-111.6pp | 373.45%-350.7pp |
| Employer contribution / active EE | $2,436 | $5,477-55.5% | $4,820-49.5% | $4,753-48.7% |
| Participant deferral / active EE | $11,615 | $6,521+78.1% | $5,682+104.4% | $6,711+73.1% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |