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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 | $33,839 | $198,457-82.9% | $170,435-80.1% | $147,586-77.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.33% | 257.30%-241.0pp | 205.94%-189.6pp | 578.59%-562.3pp |
| Employer contribution / active EE | $7,203 | $6,183+16.5% | $5,432+32.6% | $4,876+47.7% |
| Participant deferral / active EE | $6,174 | $5,629+9.7% | $4,939+25.0% | $5,439+13.5% |
| Admin fee / account holder | $127 | $16,852-99.2% | $13,881-99.1% | $10,886-98.8% |