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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 | $124,060 | $70,366+76.3% | $66,674+86.1% | $138,895-10.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.86% | 386.41%-368.5pp | 321.24%-303.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,863 | $2,765+112.0% | $2,620+123.8% | $4,194+39.8% |
| Participant deferral / active EE | $4,964 | $4,374+13.5% | $4,084+21.5% | $6,396-22.4% |
| Admin fee / account holder | $74 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |