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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 | $130,267 | $102,632+26.9% | $81,988+58.9% | $158,950-18.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 13.01% | 61.05%-48.0pp | 41.31%-28.3pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,264 | $3,241-61.0% | $2,498-49.4% | $4,762-73.5% |
| Participant deferral / active EE | $1,614 | $4,649-65.3% | $3,722-56.6% | $5,983-73.0% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,248-100.0% |