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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 | $102,500 | $112,935-9.2% | $90,970+12.7% | $158,966-35.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 33.33% | 215.79%-182.5pp | 134.58%-101.2pp | 302.95%-269.6pp |
| Employer contribution / active EE | $2,500 | $2,895-13.6% | $2,122+17.8% | $4,762-47.5% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |