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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 | $45,124 | $160,040-71.8% | $147,096-69.3% | $145,877-69.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.69% | 98.49%-88.8pp | 419.75%-410.1pp | 551.28%-541.6pp |
| Employer contribution / active EE | $5,407 | $5,289+2.2% | $4,936+9.5% | $4,663+16.0% |
| Participant deferral / active EE | $10,549 | $8,429+25.2% | $8,071+30.7% | $6,691+57.7% |
| Admin fee / account holder | $239 | $15,050-98.4% | $13,005-98.2% | $13,402-98.2% |