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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 | $30,450 | $209,405-85.5% | $178,486-82.9% | $158,931-80.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.42% | 188.77%-179.3pp | 151.08%-141.7pp | 302.86%-293.4pp |
| Employer contribution / active EE | $7,167 | $5,707+25.6% | $5,011+43.0% | $4,761+50.5% |
| Participant deferral / active EE | $9,917 | $5,954+66.5% | $5,202+90.6% | $5,982+65.8% |
| Admin fee / account holder | $2 | $17,076-100.0% | $13,985-100.0% | $11,247-100.0% |