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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 | $136,928 | $176,105-22.2% | $159,474-14.1% | $167,536-18.3% |
| Participation rate | 94.1% | 85.0%+9.2pp | 82.8%+11.3pp | 82.1%+12.0pp |
| Annual return | 15.24% | 331.91%-316.7pp | 263.68%-248.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $10,474 | $5,299+97.7% | $4,831+116.8% | $4,839+116.4% |
| Participant deferral / active EE | $7,155 | $7,751-7.7% | $7,353-2.7% | $6,342+12.8% |
| Admin fee / account holder | $63 | $12,559-99.5% | $10,802-99.4% | $12,315-99.5% |