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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 | $82,205 | $198,457-58.6% | $170,435-51.8% | $147,586-44.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.14% | 257.30%-235.2pp | 205.94%-183.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $3,282 | $6,183-46.9% | $5,432-39.6% | $4,876-32.7% |
| Participant deferral / active EE | $7,259 | $5,629+28.9% | $4,939+47.0% | $5,439+33.5% |
| Admin fee / account holder | $147 | $16,852-99.1% | $13,881-98.9% | $10,886-98.7% |