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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 | $64,063 | $138,075-53.6% | $123,552-48.1% | $135,379-52.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.91% | 153.70%-148.8pp | 119.20%-114.3pp | 519.79%-514.9pp |
| Employer contribution / active EE | $5,060 | $5,152-1.8% | $4,628+9.3% | $4,779+5.9% |
| Participant deferral / active EE | $3,455 | $6,800-49.2% | $6,426-46.2% | $5,609-38.4% |
| Admin fee / account holder | $1 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |