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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 | $97,540 | $160,040-39.1% | $147,096-33.7% | $145,877-33.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $8,813 | $5,289+66.6% | $4,936+78.6% | $4,663+89.0% |
| Participant deferral / active EE | $18,725 | $8,429+122.2% | $8,071+132.0% | $6,691+179.9% |
| Admin fee / account holder | $19 | $15,050-99.9% | $13,005-99.9% | $13,402-99.9% |