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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 | $97,582 | $118,877-17.9% | $96,570+1.0% | $167,536-41.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.01% | 50.50%-41.5pp | 37.79%-28.8pp | 478.82%-469.8pp |
| Employer contribution / active EE | $12,170 | $3,121+290.0% | $2,357+416.3% | $4,839+151.5% |
| Participant deferral / active EE | $4,333 | $4,617-6.1% | $3,849+12.6% | $6,342-31.7% |
| Admin fee / account holder | $61 | $8,069-99.2% | $6,182-99.0% | $12,315-99.5% |