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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 | $96,941 | $198,461-51.2% | $170,436-43.1% | $147,585-34.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.71% | 257.30%-237.6pp | 205.94%-186.2pp | 578.57%-558.9pp |
| Employer contribution / active EE | $6,358 | $6,184+2.8% | $5,433+17.0% | $4,876+30.4% |
| Participant deferral / active EE | $3,520 | $5,629-37.5% | $4,939-28.7% | $5,439-35.3% |
| Admin fee / account holder | $100 | $16,852-99.4% | $13,880-99.3% | $10,885-99.1% |