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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 | $108,568 | $209,422-48.2% | $178,503-39.2% | $158,982-31.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.98% | 188.81%-176.8pp | 151.12%-139.1pp | 302.99%-291.0pp |
| Employer contribution / active EE | $10,713 | $5,707+87.7% | $5,011+113.8% | $4,763+124.9% |
| Participant deferral / active EE | $8,427 | $5,955+41.5% | $5,202+62.0% | $5,983+40.8% |
| Admin fee / account holder | $290 | $17,079-98.3% | $13,987-97.9% | $11,252-97.4% |