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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 | $32,800 | $148,582-77.9% | $135,942-75.9% | $139,456-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $3,992 | $5,245-23.9% | $4,858-17.8% | $4,753-16.0% |
| Participant deferral / active EE | $5,815 | $8,101-28.2% | $7,759-25.1% | $6,711-13.4% |
| Admin fee / account holder | $256 | $12,402-97.9% | $10,764-97.6% | $11,407-97.8% |