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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 | $101,298 | $196,972-48.6% | $182,262-44.4% | $198,609-49.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.19% | 158.27%-137.1pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $8,806 | $5,364+64.2% | $5,046+74.5% | $5,055+74.2% |
| Participant deferral / active EE | $17,550 | $8,643+103.1% | $8,276+112.0% | $6,977+151.5% |
| Admin fee / account holder | $60 | $18,429-99.7% | $16,712-99.6% | $19,030-99.7% |