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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 | $100,307 | $171,492-41.5% | $150,734-33.5% | $198,609-49.5% |
| Participation rate | 75.0% | 81.4%-6.4pp | 78.4%-3.4pp | 82.4%-7.4pp |
| Annual return | 14.63% | 804.70%-790.1pp | 600.81%-586.2pp | 202.70%-188.1pp |
| Employer contribution / active EE | $7,779 | $5,470+42.2% | $4,918+58.2% | $5,055+53.9% |
| Participant deferral / active EE | $26,218 | $6,259+318.9% | $5,610+367.4% | $6,977+275.8% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |