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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 | $122,874 | $112,935+8.8% | $90,970+35.1% | $158,966-22.7% |
| Participation rate | 90.0% | 74.7%+15.3pp | 69.0%+21.0pp | 82.0%+8.0pp |
| Annual return | 6.17% | 215.79%-209.6pp | 134.58%-128.4pp | 302.95%-296.8pp |
| Employer contribution / active EE | $1,978 | $2,895-31.7% | $2,122-6.8% | $4,762-58.5% |
| Participant deferral / active EE | $4,466 | $4,129+8.2% | $3,373+32.4% | $5,983-25.4% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |