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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 | $89,624 | $88,815+0.9% | $81,882+9.5% | $145,897-38.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 11.87% | 1033.75%-1021.9pp | 779.47%-767.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,185 | $3,086-61.6% | $2,916-59.4% | $4,663-74.6% |
| Participant deferral / active EE | $1,473 | $4,647-68.3% | $4,323-65.9% | $6,689-78.0% |
| Admin fee / account holder | $107 | $8,434-98.7% | $7,360-98.5% | $13,390-99.2% |