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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 | $51,520 | $159,934-67.8% | $147,005-65.0% | $145,959-64.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 21.11% | 98.24%-77.1pp | 418.76%-397.7pp | 561.95%-540.8pp |
| Employer contribution / active EE | $5,982 | $5,287+13.1% | $4,934+21.2% | $4,661+28.3% |
| Participant deferral / active EE | $10,017 | $8,427+18.9% | $8,070+24.1% | $6,689+49.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |