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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 | $80,759 | $157,304-48.7% | $141,197-42.8% | $152,909-47.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.99% | 64.34%-47.4pp | 71.41%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $2,181 | $5,263-58.5% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $6,788 | $7,111-4.5% | $6,710+1.2% | $5,851+16.0% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |