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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 | $72,533 | $198,457-63.5% | $170,435-57.4% | $147,586-50.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.06% | 257.30%-242.2pp | 205.94%-190.9pp | 578.59%-563.5pp |
| Employer contribution / active EE | $2,758 | $6,183-55.4% | $5,432-49.2% | $4,876-43.4% |
| Participant deferral / active EE | $2,669 | $5,629-52.6% | $4,939-46.0% | $5,439-50.9% |
| Admin fee / account holder | $24 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |