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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 | $135,249 | $149,040-9.3% | $120,225+12.5% | $137,256-1.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 19.27% | 605.68%-586.4pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,596 | $4,350+5.6% | $3,475+32.2% | $4,156+10.6% |
| Participant deferral / active EE | $13,792 | $4,655+196.3% | $3,999+244.9% | $6,407+115.3% |
| Admin fee / account holder | $7 | $6,348-99.9% | $5,696-99.9% | $12,270-99.9% |