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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 | $90,068 | $184,000-51.0% | $162,185-44.5% | $152,909-41.1% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.6%-0.1pp | 82.5%+5.0pp |
| Annual return | 28.26% | 150.80%-122.5pp | 115.61%-87.3pp | 345.46%-317.2pp |
| Employer contribution / active EE | $6,335 | $6,370-0.6% | $5,613+12.9% | $4,764+33.0% |
| Participant deferral / active EE | $7,253 | $8,033-9.7% | $7,297-0.6% | $5,851+23.9% |
| Admin fee / account holder | $153 | $13,124-98.8% | $10,844-98.6% | $11,601-98.7% |