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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 | $59,148 | $70,366-15.9% | $66,674-11.3% | $138,895-57.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 27.64% | 386.41%-358.8pp | 321.24%-293.6pp | 145.39%-117.8pp |
| Employer contribution / active EE | $5,052 | $2,765+82.7% | $2,620+92.8% | $4,194+20.5% |
| Participant deferral / active EE | $10,316 | $4,374+135.8% | $4,084+152.6% | $6,396+61.3% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |