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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 | $75,181 | $175,257-57.1% | $149,717-49.8% | $139,456-46.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.37% | 166.70%-144.3pp | 134.41%-112.0pp | 373.45%-351.1pp |
| Employer contribution / active EE | $4,392 | $5,477-19.8% | $4,820-8.9% | $4,753-7.6% |
| Participant deferral / active EE | $8,361 | $6,521+28.2% | $5,682+47.2% | $6,711+24.6% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |