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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 | $36,793 | $185,905-80.2% | $170,057-78.4% | $139,487-73.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 60.56%-46.0pp | 53.42%-38.8pp | 373.84%-359.2pp |
| Employer contribution / active EE | $6,245 | $7,597-17.8% | $6,790-8.0% | $4,755+31.4% |
| Participant deferral / active EE | $10,984 | $11,627-5.5% | $10,411+5.5% | $6,713+63.6% |
| Admin fee / account holder | $58 | $15,397-99.6% | $12,826-99.5% | $11,407-99.5% |