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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 | $162,695 | $107,368+51.5% | $92,915+75.1% | $152,909+6.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 26.04% | 145.64%-119.6pp | 109.45%-83.4pp | 345.46%-319.4pp |
| Employer contribution / active EE | $10,077 | $4,222+138.6% | $3,653+175.8% | $4,764+111.5% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+194.9% | $5,851+113.6% |
| Admin fee / account holder | $45 | $7,082-99.4% | $5,796-99.2% | $11,601-99.6% |