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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 | $133,427 | $112,131+19.0% | $95,964+39.0% | $158,982-16.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.66% | 171.19%-152.5pp | 91.64%-73.0pp | 302.99%-284.3pp |
| Employer contribution / active EE | $14,085 | $3,199+340.3% | $2,541+454.2% | $4,763+195.7% |
| Participant deferral / active EE | $10,274 | $4,784+114.8% | $4,167+146.6% | $5,983+71.7% |
| Admin fee / account holder | $130 | $10,136-98.7% | $6,797-98.1% | $11,252-98.8% |