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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 | $118,058 | $106,003+11.4% | $92,236+28.0% | $147,585-20.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.14% | 50.05%-39.9pp | 176.29%-166.1pp | 578.57%-568.4pp |
| Employer contribution / active EE | $2,968 | $4,333-31.5% | $3,679-19.3% | $4,876-39.1% |
| Participant deferral / active EE | $8,050 | $4,478+79.8% | $3,897+106.6% | $5,439+48.0% |
| Admin fee / account holder | $44 | $6,333-99.3% | $5,194-99.2% | $10,885-99.6% |