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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 | $115,967 | $81,668+42.0% | $58,507+98.2% | $139,487-16.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 18.28% | 7430.07%-7411.8pp | 4252.32%-4234.0pp | 373.84%-355.6pp |
| Employer contribution / active EE | $1,028 | $1,398-26.5% | $1,053-2.4% | $4,755-78.4% |
| Participant deferral / active EE | $4,836 | $2,554+89.4% | $1,922+151.6% | $6,713-28.0% |
| Admin fee / account holder | $8 | $3,212-99.7% | $2,486-99.7% | $11,407-99.9% |