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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 | $91,332 | $68,097+34.1% | $62,929+45.1% | $137,256-33.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 19.32% | 1859.11%-1839.8pp | 1063.93%-1044.6pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,316 | $2,811-53.2% | $2,505-47.5% | $4,156-68.3% |
| Participant deferral / active EE | $2,472 | $4,553-45.7% | $3,888-36.4% | $6,407-61.4% |
| Admin fee / account holder | $12 | $6,521-99.8% | $5,065-99.8% | $12,270-99.9% |