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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 | $163,936 | $100,139+63.7% | $85,187+92.4% | $145,884+12.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 84.15%-71.0pp | 66.67%-53.5pp | 551.85%-538.7pp |
| Employer contribution / active EE | $1,198 | $3,238-63.0% | $2,732-56.2% | $4,662-74.3% |
| Participant deferral / active EE | $16,024 | $5,296+202.6% | $4,525+254.1% | $6,690+139.5% |
| Admin fee / account holder | $158 | $7,262-97.8% | $6,162-97.4% | $13,392-98.8% |