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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 | $57,541 | $160,040-64.0% | $147,096-60.9% | $145,877-60.6% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 19.94% | 98.49%-78.6pp | 419.75%-399.8pp | 551.28%-531.3pp |
| Employer contribution / active EE | $2,711 | $5,289-48.7% | $4,936-45.1% | $4,663-41.9% |
| Participant deferral / active EE | $6,921 | $8,429-17.9% | $8,071-14.2% | $6,691+3.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |