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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 | $158,390 | $112,121+41.3% | $95,960+65.1% | $158,966-0.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.86% | 171.16%-150.3pp | 91.63%-70.8pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,072 | $3,199-66.5% | $2,541-57.8% | $4,762-77.5% |
| Participant deferral / active EE | $2,384 | $4,784-50.2% | $4,167-42.8% | $5,983-60.1% |
| Admin fee / account holder | $271 | $10,135-97.3% | $6,797-96.0% | $11,250-97.6% |