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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 | $108,243 | $111,878-3.2% | $93,727+15.5% | $145,897-25.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.83% | 204.28%-193.4pp | 133.83%-123.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $873 | $3,092-71.8% | $2,421-63.9% | $4,663-81.3% |
| Participant deferral / active EE | $1,875 | $4,920-61.9% | $4,417-57.6% | $6,689-72.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |