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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 | $139,521 | $209,422-33.4% | $178,503-21.8% | $158,982-12.2% |
| Participation rate | 70.6% | 86.4%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 18.56% | 188.81%-170.2pp | 151.12%-132.6pp | 302.99%-284.4pp |
| Employer contribution / active EE | $9,117 | $5,707+59.8% | $5,011+81.9% | $4,763+91.4% |
| Participant deferral / active EE | $5,631 | $5,955-5.4% | $5,202+8.2% | $5,983-5.9% |
| Admin fee / account holder | $130 | $17,079-99.2% | $13,987-99.1% | $11,252-98.8% |