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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 | $55,830 | $103,008-45.8% | $90,304-38.2% | $152,897-63.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.55% | 95.22%-72.7pp | 78.13%-55.6pp | 345.43%-322.9pp |
| Employer contribution / active EE | $6,551 | $3,139+108.7% | $2,855+129.5% | $4,764+37.5% |
| Participant deferral / active EE | $4,775 | $4,281+11.5% | $3,885+22.9% | $5,851-18.4% |
| Admin fee / account holder | $234 | $6,175-96.2% | $5,354-95.6% | $11,599-98.0% |