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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 | $100,143 | $84,741+18.2% | $75,731+32.2% | $167,553-40.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.8%+5.2pp | 82.1%-2.1pp |
| Annual return | 21.69% | 199.72%-178.0pp | 104.65%-83.0pp | 478.89%-457.2pp |
| Employer contribution / active EE | $2,150 | $3,230-33.4% | $2,743-21.6% | $4,840-55.6% |
| Participant deferral / active EE | $7,610 | $4,577+66.3% | $3,820+99.2% | $6,343+20.0% |
| Admin fee / account holder | $17 | $5,361-99.7% | $3,620-99.5% | $12,316-99.9% |