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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 | $105,147 | $144,130-27.0% | $117,861-10.8% | $147,586-28.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.77% | 531.20%-514.4pp | 335.11%-318.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $10,849 | $4,897+121.5% | $3,786+186.5% | $4,876+122.5% |
| Participant deferral / active EE | $6,333 | $5,316+19.1% | $4,482+41.3% | $5,439+16.4% |
| Admin fee / account holder | $45 | $10,887-99.6% | $8,021-99.4% | $10,886-99.6% |