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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 | $102,364 | $88,815+15.3% | $81,882+25.0% | $145,897-29.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.20% | 1033.75%-1020.5pp | 779.47%-766.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $7,531 | $3,086+144.0% | $2,916+158.3% | $4,663+61.5% |
| Participant deferral / active EE | $5,679 | $4,647+22.2% | $4,323+31.4% | $6,689-15.1% |
| Admin fee / account holder | $289 | $8,434-96.6% | $7,360-96.1% | $13,390-97.8% |