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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 | $135,424 | $118,708+14.1% | $98,920+36.9% | $158,966-14.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 18.58% | 372.49%-353.9pp | 196.47%-177.9pp | 302.95%-284.4pp |
| Employer contribution / active EE | $1,729 | $3,334-48.1% | $2,689-35.7% | $4,762-63.7% |
| Participant deferral / active EE | $6,418 | $5,089+26.1% | $4,245+51.2% | $5,983+7.3% |
| Admin fee / account holder | $56 | $10,134-99.4% | $6,643-99.2% | $11,250-99.5% |