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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 | $158,727 | $217,432-27.0% | $185,851-14.6% | $167,553-5.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.32% | 148.43%-133.1pp | 122.11%-106.8pp | 478.89%-463.6pp |
| Employer contribution / active EE | $8,825 | $5,874+50.2% | $5,168+70.7% | $4,840+82.4% |
| Participant deferral / active EE | $8,511 | $6,357+33.9% | $5,569+52.8% | $6,343+34.2% |
| Admin fee / account holder | $6 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |