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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 | $125,440 | $148,623-15.6% | $135,974-7.7% | $139,466-10.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.60% | 79.30%-59.7pp | 68.30%-48.7pp | 373.66%-354.1pp |
| Employer contribution / active EE | $9,997 | $5,246+90.5% | $4,859+105.7% | $4,754+110.3% |
| Participant deferral / active EE | $3,945 | $8,103-51.3% | $7,760-49.2% | $6,712-41.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |