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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 | $67,350 | $157,296-57.2% | $141,191-52.3% | $152,897-56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.65% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $7,500 | $5,262+42.5% | $4,736+58.4% | $4,764+57.4% |
| Participant deferral / active EE | $9,139 | $7,111+28.5% | $6,710+36.2% | $5,851+56.2% |
| Admin fee / account holder | $204 | $12,125-98.3% | $10,264-98.0% | $11,599-98.2% |