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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 | $91,613 | $198,470-53.8% | $170,444-46.3% | $147,585-37.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.89% | 257.30%-242.4pp | 205.94%-191.0pp | 578.56%-563.7pp |
| Employer contribution / active EE | $7,344 | $6,184+18.8% | $5,433+35.2% | $4,876+50.6% |
| Participant deferral / active EE | $9,850 | $5,629+75.0% | $4,939+99.4% | $5,439+81.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |