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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 | $53,519 | $183,516-70.8% | $155,534-65.6% | $145,884-63.3% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 9.96% | 61.43%-51.5pp | 64.92%-55.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $8,221 | $5,315+54.7% | $4,675+75.9% | $4,662+76.3% |
| Participant deferral / active EE | $5,283 | $6,467-18.3% | $5,630-6.2% | $6,690-21.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |