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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 | $73,916 | $160,040-53.8% | $147,096-49.7% | $145,877-49.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.93% | 98.49%-77.6pp | 419.75%-398.8pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,559 | $5,289-51.6% | $4,936-48.2% | $4,663-45.1% |
| Participant deferral / active EE | $11,398 | $8,429+35.2% | $8,071+41.2% | $6,691+70.4% |
| Admin fee / account holder | -$303 | $15,050-102.0% | $13,005-102.3% | $13,402-102.3% |