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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 | $127,342 | $102,422+24.3% | $147,117-13.4% | $80,959+57.3% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 19.05% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $6,320 | $3,717+70.0% | $4,932+28.1% | $2,757+129.2% |
| Participant deferral / active EE | $7,897 | $6,652+18.7% | $8,065-2.1% | $4,300+83.6% |
| Admin fee / account holder | $190 | $7,953-97.6% | $12,993-98.5% | $6,925-97.3% |