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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 | $126,409 | $217,432-41.9% | $185,849-32.0% | $167,536-24.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.43% | 148.42%-138.0pp | 122.10%-111.7pp | 478.82%-468.4pp |
| Employer contribution / active EE | $5,620 | $5,875-4.3% | $5,169+8.7% | $4,839+16.1% |
| Participant deferral / active EE | $14,517 | $6,357+128.3% | $5,569+160.7% | $6,342+128.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |