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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 | $129,842 | $93,346+39.1% | $71,796+80.8% | $273,972-52.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 15.67% | 130.39%-114.7pp | 78.04%-62.4pp | 41.46%-25.8pp |
| Employer contribution / active EE | $5,039 | $2,733+84.3% | $1,924+161.8% | $4,869+3.5% |
| Participant deferral / active EE | $5,167 | $3,475+48.7% | $2,794+84.9% | $5,287-2.3% |
| Admin fee / account holder | $287 | $6,571-95.6% | $4,815-94.0% | $10,133-97.2% |