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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 | $40,186 | $132,634-69.7% | $115,768-65.3% | $137,256-70.7% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.4%+6.9pp | 80.0%+1.3pp |
| Annual return | 26.05% | 160.70%-134.6pp | 100.46%-74.4pp | 220.34%-194.3pp |
| Employer contribution / active EE | $4,022 | $3,360+19.7% | $2,940+36.8% | $4,156-3.2% |
| Participant deferral / active EE | $8,397 | $5,619+49.5% | $4,917+70.8% | $6,407+31.1% |
| Admin fee / account holder | $22 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |