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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 | $81,410 | $166,268-51.0% | $165,100-50.7% | $145,897-44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.60% | 100.52%-88.9pp | 70.21%-58.6pp | 552.29%-540.7pp |
| Employer contribution / active EE | $8,101 | $5,284+53.3% | $4,348+86.3% | $4,663+73.7% |
| Participant deferral / active EE | $9,293 | $6,964+33.4% | $6,035+54.0% | $6,689+38.9% |
| Admin fee / account holder | $9 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |