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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 | $123,217 | $159,934-23.0% | $147,005-16.2% | $145,959-15.6% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 17.49% | 98.24%-80.8pp | 418.76%-401.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $3,064 | $5,287-42.1% | $4,934-37.9% | $4,661-34.3% |
| Participant deferral / active EE | $7,875 | $8,427-6.6% | $8,070-2.4% | $6,689+17.7% |
| Admin fee / account holder | $44 | $15,053-99.7% | $13,006-99.7% | $13,398-99.7% |