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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 | $166,571 | $198,457-16.1% | $170,435-2.3% | $147,586+12.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.75% | 257.30%-245.6pp | 205.94%-194.2pp | 578.59%-566.8pp |
| Employer contribution / active EE | $5,188 | $6,183-16.1% | $5,432-4.5% | $4,876+6.4% |
| Participant deferral / active EE | $4,846 | $5,629-13.9% | $4,939-1.9% | $5,439-10.9% |
| Admin fee / account holder | $41 | $16,852-99.8% | $13,881-99.7% | $10,886-99.6% |