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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 | $68,210 | $148,629-54.1% | $135,982-49.8% | $139,487-51.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.28% | 79.33%-59.0pp | 68.32%-48.0pp | 373.84%-353.6pp |
| Employer contribution / active EE | $8,538 | $5,247+62.7% | $4,859+75.7% | $4,755+79.6% |
| Participant deferral / active EE | $11,832 | $8,102+46.0% | $7,760+52.5% | $6,713+76.3% |
| Admin fee / account holder | $38 | $12,406-99.7% | $10,767-99.6% | $11,407-99.7% |