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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 | $131,537 | $166,242-20.9% | $165,071-20.3% | $145,884-9.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.87% | 100.44%-81.6pp | 70.17%-51.3pp | 551.85%-533.0pp |
| Employer contribution / active EE | $2,959 | $5,283-44.0% | $4,347-31.9% | $4,662-36.5% |
| Participant deferral / active EE | $5,448 | $6,964-21.8% | $6,035-9.7% | $6,690-18.6% |
| Admin fee / account holder | $15 | $16,658-99.9% | $12,695-99.9% | $13,392-99.9% |