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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 | $126,127 | $111,830+12.8% | $93,696+34.6% | $145,884-13.5% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+7.9pp |
| Annual return | 12.02% | 204.08%-192.1pp | 133.74%-121.7pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,908 | $3,093-6.0% | $2,422+20.1% | $4,662-37.6% |
| Participant deferral / active EE | $3,408 | $4,920-30.7% | $4,417-22.8% | $6,690-49.1% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |