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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 | $64,887 | $160,040-59.5% | $147,096-55.9% | $145,877-55.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 14.12% | 98.49%-84.4pp | 419.75%-405.6pp | 551.28%-537.2pp |
| Employer contribution / active EE | $4,603 | $5,289-13.0% | $4,936-6.7% | $4,663-1.3% |
| Participant deferral / active EE | $6,410 | $8,429-23.9% | $8,071-20.6% | $6,691-4.2% |
| Admin fee / account holder | $274 | $15,050-98.2% | $13,005-97.9% | $13,402-98.0% |