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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 | $117,624 | $198,462-40.7% | $170,439-31.0% | $147,585-20.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.17% | 257.30%-236.1pp | 205.94%-184.8pp | 578.58%-557.4pp |
| Employer contribution / active EE | $5,917 | $6,184-4.3% | $5,433+8.9% | $4,876+21.3% |
| Participant deferral / active EE | $4,709 | $5,629-16.3% | $4,939-4.7% | $5,439-13.4% |
| Admin fee / account holder | $148 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |