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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 | $75,246 | $157,296-52.2% | $141,191-46.7% | $152,897-50.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.80% | 64.34%-39.5pp | 71.41%-46.6pp | 345.43%-320.6pp |
| Employer contribution / active EE | $17,962 | $5,262+241.3% | $4,736+279.3% | $4,764+277.1% |
| Participant deferral / active EE | $7,698 | $7,111+8.3% | $6,710+14.7% | $5,851+31.6% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |