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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 | $141,018 | $88,815+58.8% | $81,882+72.2% | $145,897-3.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.42% | 1033.75%-1021.3pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,858 | $3,086-39.8% | $2,916-36.3% | $4,663-60.2% |
| Participant deferral / active EE | $15,231 | $4,647+227.7% | $4,323+252.3% | $6,689+127.7% |
| Admin fee / account holder | $185 | $8,434-97.8% | $7,360-97.5% | $13,390-98.6% |