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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 | $107,791 | $169,356-36.4% | $129,406-16.7% | $145,897-26.1% |
| Participation rate | 87.0% | 76.5%+10.4pp | 69.6%+17.3pp | 80.3%+6.7pp |
| Annual return | 10.02% | 14418.62%-14408.6pp | 9468.18%-9458.2pp | 552.29%-542.3pp |
| Employer contribution / active EE | $2,887 | $5,542-47.9% | $4,155-30.5% | $4,663-38.1% |
| Participant deferral / active EE | $5,002 | $4,987+0.3% | $4,167+20.0% | $6,689-25.2% |
| Admin fee / account holder | $83 | $9,915-99.2% | $7,689-98.9% | $13,390-99.4% |