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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 | $92,804 | $168,635-45.0% | $147,617-37.1% | $125,389-26.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.81% | 77.65%-75.8pp | 61.98%-60.2pp | 282.24%-280.4pp |
| Employer contribution / active EE | $1,675 | $6,252-73.2% | $5,564-69.9% | $4,866-65.6% |
| Participant deferral / active EE | $4,388 | $5,507-20.3% | $4,895-10.4% | $5,352-18.0% |
| Admin fee / account holder | $236 | $13,580-98.3% | $11,612-98.0% | $9,541-97.5% |