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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 | $71,319 | $159,934-55.4% | $147,005-51.5% | $145,959-51.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 13.89% | 98.24%-84.4pp | 418.76%-404.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,606 | $5,287-50.7% | $4,934-47.2% | $4,661-44.1% |
| Participant deferral / active EE | $5,699 | $8,427-32.4% | $8,070-29.4% | $6,689-14.8% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |