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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 | $69,597 | $154,228-54.9% | $145,433-52.1% | $137,256-49.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 92.63% | 74.59%+18.0pp | 66.58%+26.1pp | 220.34%-127.7pp |
| Employer contribution / active EE | $4,320 | $4,804-10.1% | $4,554-5.1% | $4,156+3.9% |
| Participant deferral / active EE | $16,520 | $8,216+101.1% | $7,897+109.2% | $6,407+157.9% |
| Admin fee / account holder | $25 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |