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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 | $50,997 | $160,070-68.1% | $147,117-65.3% | $145,897-65.0% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.20% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,433 | $5,285-54.0% | $4,932-50.7% | $4,663-47.8% |
| Participant deferral / active EE | $7,451 | $8,419-11.5% | $8,065-7.6% | $6,689+11.4% |
| Admin fee / account holder | $26 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |