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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 | $180,775 | $103,000+75.5% | $90,300+100.2% | $152,885+18.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.43% | 95.19%-71.8pp | 78.11%-54.7pp | 345.39%-322.0pp |
| Employer contribution / active EE | $5,688 | $3,138+81.2% | $2,854+99.3% | $4,763+19.4% |
| Participant deferral / active EE | $5,388 | $4,281+25.9% | $3,884+38.7% | $5,851-7.9% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |