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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 | $106,937 | $198,457-46.1% | $170,435-37.3% | $147,586-27.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 22.21% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.4pp |
| Employer contribution / active EE | $3,831 | $6,183-38.0% | $5,432-29.5% | $4,876-21.4% |
| Participant deferral / active EE | $4,331 | $5,629-23.1% | $4,939-12.3% | $5,439-20.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |