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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 | $107,677 | $160,028-32.7% | $147,080-26.8% | $145,884-26.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.06% | 98.60%-74.5pp | 420.17%-396.1pp | 551.85%-527.8pp |
| Employer contribution / active EE | $5,482 | $5,286+3.7% | $4,933+11.1% | $4,662+17.6% |
| Participant deferral / active EE | $17,966 | $8,422+113.3% | $8,066+122.7% | $6,690+168.6% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |