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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 | $65,766 | $202,345-67.5% | $172,755-61.9% | $152,885-57.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.68% | 1029.77%-1008.1pp | 802.94%-781.3pp | 345.39%-323.7pp |
| Employer contribution / active EE | $3,835 | $5,858-34.5% | $5,144-25.4% | $4,763-19.5% |
| Participant deferral / active EE | $4,433 | $5,948-25.5% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $116 | $17,111-99.3% | $13,955-99.2% | $11,598-99.0% |