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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 | $102,219 | $209,422-51.2% | $178,503-42.7% | $158,982-35.7% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.18% | 188.81%-172.6pp | 151.12%-134.9pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,399 | $5,707-58.0% | $5,011-52.1% | $4,763-49.6% |
| Participant deferral / active EE | $6,697 | $5,955+12.5% | $5,202+28.7% | $5,983+11.9% |
| Admin fee / account holder | $1 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |