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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 | $98,735 | $88,702+11.3% | $81,780+20.7% | $145,978-32.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.85% | 1029.12%-1019.3pp | 776.27%-766.4pp | 550.52%-540.7pp |
| Employer contribution / active EE | $2,344 | $3,084-24.0% | $2,914-19.5% | $4,662-49.7% |
| Participant deferral / active EE | $6,880 | $4,645+48.1% | $4,321+59.2% | $6,690+2.8% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |