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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 | $74,609 | $183,592-59.4% | $155,567-52.0% | $145,959-48.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.42% | 61.24%-49.8pp | 64.74%-53.3pp | 561.95%-550.5pp |
| Employer contribution / active EE | $6,533 | $5,315+22.9% | $4,674+39.8% | $4,661+40.2% |
| Participant deferral / active EE | $8,430 | $6,464+30.4% | $5,628+49.8% | $6,689+26.0% |
| Admin fee / account holder | $62 | $19,318-99.7% | $15,916-99.6% | $13,398-99.5% |