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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 | $99,732 | $63,346+57.4% | $92,240+8.1% | $70,126+42.2% |
| Participation rate | 84.4% | 68.7%+15.8pp | 76.5%+8.0pp | 69.5%+14.9pp |
| Annual return | 12.61% | 530.19%-517.6pp | 176.29%-163.7pp | 73.15%-60.5pp |
| Employer contribution / active EE | $10,000 | $2,471+304.7% | $3,680+171.8% | $2,343+326.9% |
| Participant deferral / active EE | $2,932 | $2,854+2.7% | $3,897-24.8% | $3,332-12.0% |
| Admin fee / account holder | $209 | $3,841-94.6% | $5,194-96.0% | $4,645-95.5% |