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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 | $93,664 | $168,635-44.5% | $147,617-36.5% | $125,389-25.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.57% | 77.65%-77.1pp | 61.98%-61.4pp | 282.24%-281.7pp |
| Employer contribution / active EE | $10,269 | $6,252+64.3% | $5,564+84.6% | $4,866+111.0% |
| Participant deferral / active EE | $6,448 | $5,507+17.1% | $4,895+31.7% | $5,352+20.5% |
| Admin fee / account holder | $80 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |