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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 | $126,571 | $93,346+35.6% | $71,796+76.3% | $273,972-53.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 3.98% | 130.39%-126.4pp | 78.04%-74.1pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,510 | $2,733-8.2% | $1,924+30.5% | $4,869-48.4% |
| Participant deferral / active EE | $5,868 | $3,475+68.9% | $2,794+110.0% | $5,287+11.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |