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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 | $83,216 | $165,381-49.7% | $149,730-44.4% | $158,966-47.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.28% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.7pp |
| Employer contribution / active EE | $9,776 | $5,104+91.5% | $4,645+110.4% | $4,762+105.3% |
| Participant deferral / active EE | $7,828 | $7,182+9.0% | $6,843+14.4% | $5,983+30.8% |
| Admin fee / account holder | $37 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |