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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 | $121,599 | $114,093+6.6% | $96,171+26.4% | $167,536-27.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.39% | 190.00%-174.6pp | 192.04%-176.6pp | 478.82%-463.4pp |
| Employer contribution / active EE | $2,047 | $3,429-40.3% | $2,799-26.9% | $4,839-57.7% |
| Participant deferral / active EE | $7,741 | $5,197+49.0% | $4,350+77.9% | $6,342+22.0% |
| Admin fee / account holder | $20 | $6,899-99.7% | $5,538-99.6% | $12,315-99.8% |