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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 | $67,989 | $209,422-67.5% | $178,503-61.9% | $158,982-57.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.75% | 188.81%-181.1pp | 151.12%-143.4pp | 302.99%-295.2pp |
| Employer contribution / active EE | $8,090 | $5,707+41.8% | $5,011+61.4% | $4,763+69.9% |
| Participant deferral / active EE | $8,316 | $5,955+39.6% | $5,202+59.9% | $5,983+39.0% |
| Admin fee / account holder | $51 | $17,079-99.7% | $13,987-99.6% | $11,252-99.5% |