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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 | $106,441 | $160,070-33.5% | $147,117-27.6% | $145,897-27.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 21.67% | 98.69%-77.0pp | 420.54%-398.9pp | 552.29%-530.6pp |
| Employer contribution / active EE | $3,718 | $5,285-29.6% | $4,932-24.6% | $4,663-20.3% |
| Participant deferral / active EE | $9,862 | $8,419+17.1% | $8,065+22.3% | $6,689+47.4% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |