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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 | $207,361 | $132,634+56.3% | $115,768+79.1% | $137,256+51.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.30% | 160.70%-141.4pp | 100.46%-81.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $876 | $3,360-73.9% | $2,940-70.2% | $4,156-78.9% |
| Participant deferral / active EE | $4,264 | $5,619-24.1% | $4,917-13.3% | $6,407-33.4% |
| Admin fee / account holder | $232 | $15,028-98.5% | $12,439-98.1% | $12,270-98.1% |