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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 | $119,837 | $180,749-33.7% | $160,784-25.5% | $137,256-12.7% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.0%+10.5pp | 80.0%+7.5pp |
| Annual return | 162.56% | 2234.46%-2071.9pp | 1803.92%-1641.4pp | 220.34%-57.8pp |
| Employer contribution / active EE | $1,745 | $4,155-58.0% | $3,733-53.3% | $4,156-58.0% |
| Participant deferral / active EE | $9,258 | $6,844+35.3% | $6,293+47.1% | $6,407+44.5% |
| Admin fee / account holder | $219 | $10,397-97.9% | $9,717-97.7% | $12,270-98.2% |