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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 | $161,239 | $175,231-8.0% | $149,696+7.7% | $139,466+15.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 15.42% | 166.77%-151.4pp | 134.46%-119.0pp | 373.66%-358.2pp |
| Employer contribution / active EE | $1,925 | $5,478-64.9% | $4,821-60.1% | $4,754-59.5% |
| Participant deferral / active EE | $7,426 | $6,521+13.9% | $5,682+30.7% | $6,712+10.6% |
| Admin fee / account holder | $107 | $16,155-99.3% | $13,212-99.2% | $11,409-99.1% |