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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 | $85,666 | $209,422-59.1% | $178,503-52.0% | $158,982-46.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.50% | 188.81%-178.3pp | 151.12%-140.6pp | 302.99%-292.5pp |
| Employer contribution / active EE | $10,743 | $5,707+88.3% | $5,011+114.4% | $4,763+125.6% |
| Participant deferral / active EE | $5,722 | $5,955-3.9% | $5,202+10.0% | $5,983-4.4% |
| Admin fee / account holder | $256 | $17,079-98.5% | $13,987-98.2% | $11,252-97.7% |