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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 | $105,794 | $209,422-49.5% | $178,503-40.7% | $158,982-33.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 39.14% | 188.81%-149.7pp | 151.12%-112.0pp | 302.99%-263.9pp |
| Employer contribution / active EE | $5,556 | $5,707-2.6% | $5,011+10.9% | $4,763+16.7% |
| Participant deferral / active EE | $12,036 | $5,955+102.1% | $5,202+131.4% | $5,983+101.1% |
| Admin fee / account holder | $75 | $17,079-99.6% | $13,987-99.5% | $11,252-99.3% |