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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 | $42,687 | $183,516-76.7% | $155,534-72.6% | $145,884-70.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.91% | 61.43%-42.5pp | 64.92%-46.0pp | 551.85%-532.9pp |
| Employer contribution / active EE | $8,833 | $5,315+66.2% | $4,675+88.9% | $4,662+89.5% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,630-18.3% | $6,690-31.2% |
| Admin fee / account holder | $19 | $19,293-99.9% | $15,900-99.9% | $13,392-99.9% |