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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 | $128,082 | $202,342-36.7% | $172,752-25.9% | $152,897-16.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.18% | 1029.83%-1007.6pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,250 | $5,858-44.5% | $5,144-36.8% | $4,764-31.8% |
| Participant deferral / active EE | $6,886 | $5,948+15.8% | $5,198+32.5% | $5,851+17.7% |
| Admin fee / account holder | $8 | $17,111-100.0% | $13,955-99.9% | $11,599-99.9% |