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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 | $20,534 | $160,028-87.2% | $147,080-86.0% | $145,884-85.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 12.57% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $6,066 | $5,286+14.8% | $4,933+23.0% | $4,662+30.1% |
| Participant deferral / active EE | $3,776 | $8,422-55.2% | $8,066-53.2% | $6,690-43.5% |
| Admin fee / account holder | $64 | $15,030-99.6% | $12,989-99.5% | $13,392-99.5% |