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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 | $85,487 | $118,708-28.0% | $98,920-13.6% | $158,966-46.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 29.02% | 372.49%-343.5pp | 196.47%-167.5pp | 302.95%-273.9pp |
| Employer contribution / active EE | $7,118 | $3,334+113.5% | $2,689+164.7% | $4,762+49.5% |
| Participant deferral / active EE | $20,629 | $5,089+305.4% | $4,245+386.0% | $5,983+244.8% |
| Admin fee / account holder | $10 | $10,134-99.9% | $6,643-99.9% | $11,250-99.9% |