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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 | $237,684 | $149,040+59.5% | $120,225+97.7% | $137,256+73.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.23% | 605.68%-583.5pp | 439.23%-417.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,181 | $4,350-3.9% | $3,475+20.3% | $4,156+0.6% |
| Participant deferral / active EE | $9,541 | $4,655+105.0% | $3,999+138.6% | $6,407+48.9% |
| Admin fee / account holder | $45 | $6,348-99.3% | $5,696-99.2% | $12,270-99.6% |