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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 | $103,363 | $183,592-43.7% | $155,567-33.6% | $145,959-29.2% |
| Participation rate | 89.5% | 82.7%+6.8pp | 78.2%+11.3pp | 80.3%+9.2pp |
| Annual return | 13.42% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $6,764 | $5,315+27.3% | $4,674+44.7% | $4,661+45.1% |
| Participant deferral / active EE | $4,556 | $6,464-29.5% | $5,628-19.0% | $6,689-31.9% |
| Admin fee / account holder | $165 | $19,318-99.1% | $15,916-99.0% | $13,398-98.8% |