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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 | $87,760 | $209,422-58.1% | $178,503-50.8% | $158,982-44.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.68% | 188.81%-174.1pp | 151.12%-136.4pp | 302.99%-288.3pp |
| Employer contribution / active EE | $6,013 | $5,707+5.4% | $5,011+20.0% | $4,763+26.2% |
| Participant deferral / active EE | $6,961 | $5,955+16.9% | $5,202+33.8% | $5,983+16.3% |
| Admin fee / account holder | $9 | $17,079-99.9% | $13,987-99.9% | $11,252-99.9% |