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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 | $89,568 | $175,259-48.9% | $149,723-40.2% | $139,487-35.8% |
| Participation rate | 76.9% | 83.4%-6.5pp | 78.8%-1.9pp | 80.3%-3.4pp |
| Annual return | 17.51% | 166.82%-149.3pp | 134.50%-117.0pp | 373.84%-356.3pp |
| Employer contribution / active EE | $9,647 | $5,478+76.1% | $4,821+100.1% | $4,755+102.9% |
| Participant deferral / active EE | $9,794 | $6,522+50.2% | $5,682+72.4% | $6,713+45.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |