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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 | $81,092 | $102,635-21.0% | $86,209-5.9% | $139,456-41.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 19.65% | 1923.53%-1903.9pp | 1169.05%-1149.4pp | 373.45%-353.8pp |
| Employer contribution / active EE | $1,947 | $3,034-35.8% | $2,381-18.2% | $4,753-59.0% |
| Participant deferral / active EE | $7,884 | $4,677+68.6% | $3,986+97.8% | $6,711+17.5% |
| Admin fee / account holder | $151 | $8,661-98.3% | $6,853-97.8% | $11,407-98.7% |