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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 | $151,257 | $176,402-14.3% | $134,162+12.7% | $158,966-4.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 58.04% | 63.66%-5.6pp | 36.35%+21.7pp | 302.95%-244.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,475 | $4,093+33.8% | $3,500+56.4% | $5,983-8.5% |
| Admin fee / account holder | $285 | $8,719-96.7% | $6,685-95.7% | $11,250-97.5% |