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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 | $145,963 | $112,933+29.2% | $90,970+60.5% | $158,982-8.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.37% | 215.82%-207.5pp | 134.60%-126.2pp | 302.99%-294.6pp |
| Employer contribution / active EE | $2,382 | $2,893-17.7% | $2,122+12.3% | $4,763-50.0% |
| Participant deferral / active EE | $4,647 | $4,128+12.6% | $3,373+37.8% | $5,983-22.3% |
| Admin fee / account holder | $75 | $8,047-99.1% | $5,961-98.7% | $11,252-99.3% |