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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 | $113,764 | $166,131-31.5% | $164,975-31.0% | $145,877-22.0% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 10.09% | 100.37%-90.3pp | 70.12%-60.0pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,740 | $5,276-48.1% | $4,343-36.9% | $4,663-41.2% |
| Participant deferral / active EE | $5,489 | $6,962-21.2% | $6,033-9.0% | $6,691-18.0% |
| Admin fee / account holder | $55 | $16,648-99.7% | $12,688-99.6% | $13,402-99.6% |