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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 | $105,712 | $73,518+43.8% | $63,003+67.8% | $147,585-28.4% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.8%+19.3pp | 82.8%+11.3pp |
| Annual return | 34.73% | 175.46%-140.7pp | 87.59%-52.9pp | 578.57%-543.8pp |
| Employer contribution / active EE | $6,328 | $3,322+90.5% | $2,760+129.3% | $4,876+29.8% |
| Participant deferral / active EE | $5,868 | $4,183+40.3% | $3,329+76.3% | $5,439+7.9% |
| Admin fee / account holder | $238 | $5,952-96.0% | $3,600-93.4% | $10,885-97.8% |