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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 | $117,970 | $114,093+3.4% | $96,171+22.7% | $167,536-29.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.74% | 190.00%-174.3pp | 192.04%-176.3pp | 478.82%-463.1pp |
| Employer contribution / active EE | $1,290 | $3,429-62.4% | $2,799-53.9% | $4,839-73.3% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $135 | $6,899-98.0% | $5,538-97.6% | $12,315-98.9% |