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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 | $175,492 | $118,708+47.8% | $98,920+77.4% | $158,966+10.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.18% | 372.49%-367.3pp | 196.47%-191.3pp | 302.95%-297.8pp |
| Employer contribution / active EE | $1,522 | $3,334-54.4% | $2,689-43.4% | $4,762-68.1% |
| Participant deferral / active EE | $13,085 | $5,089+157.1% | $4,245+208.2% | $5,983+118.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,250-100.0% |