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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 | $143,841 | $102,595+40.2% | $94,057+52.9% | $154,746-7.0% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 80.7%+2.6pp |
| Annual return | 13.65% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,243 | $3,147-28.7% | $2,933-23.5% | $4,379-48.8% |
| Participant deferral / active EE | $7,192 | $5,118+40.5% | $4,709+52.7% | $6,730+6.9% |
| Admin fee / account holder | $260 | $7,736-96.6% | $7,244-96.4% | $14,365-98.2% |