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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 | $117,437 | $112,112+4.7% | $95,956+22.4% | $158,950-26.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.61% | 171.15%-148.5pp | 91.63%-69.0pp | 302.91%-280.3pp |
| Employer contribution / active EE | $731 | $3,199-77.2% | $2,541-71.2% | $4,762-84.7% |
| Participant deferral / active EE | $3,040 | $4,784-36.5% | $4,167-27.0% | $5,983-49.2% |
| Admin fee / account holder | $30 | $10,134-99.7% | $6,797-99.6% | $11,248-99.7% |