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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 | $128,593 | $72,071+78.4% | $68,368+88.1% | $137,256-6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.86% | 353.14%-335.3pp | 292.57%-274.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,675 | $2,788+67.7% | $2,649+76.5% | $4,156+12.5% |
| Participant deferral / active EE | $12,765 | $4,410+189.5% | $4,123+209.6% | $6,407+99.2% |
| Admin fee / account holder | $8 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |