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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 | $60,761 | $165,381-63.3% | $149,730-59.4% | $158,966-61.8% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 26.67% | 348.29%-321.6pp | 276.70%-250.0pp | 302.95%-276.3pp |
| Employer contribution / active EE | $6,994 | $5,104+37.0% | $4,645+50.6% | $4,762+46.9% |
| Participant deferral / active EE | $6,494 | $7,182-9.6% | $6,843-5.1% | $5,983+8.5% |
| Admin fee / account holder | $214 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |