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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 | $82,225 | $166,131-50.5% | $164,975-50.2% | $145,877-43.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 13.10% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,915 | $5,276-25.8% | $4,343-9.9% | $4,663-16.0% |
| Participant deferral / active EE | $7,787 | $6,962+11.8% | $6,033+29.1% | $6,691+16.4% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |