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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 | $65,658 | $129,737-49.4% | $119,126-44.9% | $154,746-57.6% |
| Participation rate | 87.5% | 78.9%+8.6pp | 75.8%+11.7pp | 80.7%+6.8pp |
| Annual return | 13.23% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $20,715 | $4,375+373.5% | $4,034+413.6% | $4,379+373.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $95 | $11,961-99.2% | $10,693-99.1% | $14,365-99.3% |