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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 | $87,524 | $171,492-49.0% | $150,734-41.9% | $198,609-55.9% |
| Participation rate | 85.7% | 81.4%+4.3pp | 78.4%+7.3pp | 82.4%+3.3pp |
| Annual return | 8.98% | 804.70%-795.7pp | 600.81%-591.8pp | 202.70%-193.7pp |
| Employer contribution / active EE | $8,854 | $5,470+61.9% | $4,918+80.0% | $5,055+75.1% |
| Participant deferral / active EE | $8,124 | $6,259+29.8% | $5,610+44.8% | $6,977+16.4% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |