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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 | $56,998 | $126,113-54.8% | $116,096-50.9% | $155,188-63.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 19.31% | 391.72%-372.4pp | 326.25%-306.9pp | 148.84%-129.5pp |
| Employer contribution / active EE | $7,749 | $2,672+190.1% | $2,503+209.5% | $4,248+82.4% |
| Participant deferral / active EE | $3,784 | $4,162-9.1% | $3,952-4.3% | $6,531-42.1% |
| Admin fee / account holder | $79 | $8,045-99.0% | $7,704-99.0% | $14,480-99.5% |