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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 | $117,821 | $217,432-45.8% | $185,851-36.6% | $167,553-29.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.63% | 148.43%-131.8pp | 122.11%-105.5pp | 478.89%-462.3pp |
| Employer contribution / active EE | $2,159 | $5,874-63.3% | $5,168-58.2% | $4,840-55.4% |
| Participant deferral / active EE | $4,563 | $6,357-28.2% | $5,569-18.1% | $6,343-28.1% |
| Admin fee / account holder | $25 | $19,820-99.9% | $16,245-99.8% | $12,316-99.8% |