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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 | $67,272 | $217,427-69.1% | $185,837-63.8% | $167,518-59.8% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 16.69% | 148.39%-131.7pp | 122.08%-105.4pp | 478.71%-462.0pp |
| Employer contribution / active EE | $2,926 | $5,874-50.2% | $5,168-43.4% | $4,838-39.5% |
| Participant deferral / active EE | $7,564 | $6,357+19.0% | $5,568+35.8% | $6,342+19.3% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |