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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 | $84,702 | $70,366+20.4% | $66,674+27.0% | $138,895-39.0% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.7%+16.3pp | 79.9%+10.1pp |
| Annual return | 20.39% | 386.41%-366.0pp | 321.24%-300.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,112 | $2,765-23.6% | $2,620-19.4% | $4,194-49.6% |
| Participant deferral / active EE | $5,264 | $4,374+20.3% | $4,084+28.9% | $6,396-17.7% |
| Admin fee / account holder | $173 | $5,262-96.7% | $5,098-96.6% | $12,562-98.6% |