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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 | $119,109 | $81,696+45.8% | $70,494+69.0% | $158,982-25.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.23% | 208.70%-198.5pp | 109.16%-98.9pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,344 | $3,220-58.3% | $2,738-50.9% | $4,763-71.8% |
| Participant deferral / active EE | $1,764 | $4,558-61.3% | $3,711-52.5% | $5,983-70.5% |
| Admin fee / account holder | $243 | $6,200-96.1% | $3,848-93.7% | $11,252-97.8% |