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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 | $115,938 | $70,366+64.8% | $66,674+73.9% | $138,895-16.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.46% | 386.41%-372.9pp | 321.24%-307.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,599 | $2,765+30.2% | $2,620+37.4% | $4,194-14.2% |
| Participant deferral / active EE | $7,255 | $4,374+65.9% | $4,084+77.6% | $6,396+13.4% |
| Admin fee / account holder | $20 | $5,262-99.6% | $5,098-99.6% | $12,562-99.8% |