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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 | $151,882 | $176,077-13.7% | $159,455-4.7% | $167,518-9.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 25.42% | 331.83%-306.4pp | 263.63%-238.2pp | 478.71%-453.3pp |
| Employer contribution / active EE | $7,613 | $5,298+43.7% | $4,830+57.6% | $4,838+57.3% |
| Participant deferral / active EE | $6,201 | $7,751-20.0% | $7,353-15.7% | $6,342-2.2% |
| Admin fee / account holder | $17 | $12,556-99.9% | $10,800-99.8% | $12,312-99.9% |