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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 | $122,105 | $175,257-30.3% | $149,717-18.4% | $139,456-12.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.68% | 166.70%-144.0pp | 134.41%-111.7pp | 373.45%-350.8pp |
| Employer contribution / active EE | $8,114 | $5,477+48.2% | $4,820+68.3% | $4,753+70.7% |
| Participant deferral / active EE | $6,088 | $6,521-6.6% | $5,682+7.1% | $6,711-9.3% |
| Admin fee / account holder | $143 | $16,156-99.1% | $13,213-98.9% | $11,407-98.7% |