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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 | $74,090 | $169,356-56.3% | $129,406-42.7% | $145,897-49.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.41% | 14418.62%-14401.2pp | 9468.18%-9450.8pp | 552.29%-534.9pp |
| Employer contribution / active EE | $1,846 | $5,542-66.7% | $4,155-55.6% | $4,663-60.4% |
| Participant deferral / active EE | $9,231 | $4,987+85.1% | $4,167+121.5% | $6,689+38.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |