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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 | $68,957 | $217,427-68.3% | $185,837-62.9% | $167,518-58.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.56% | 148.39%-131.8pp | 122.08%-105.5pp | 478.71%-462.1pp |
| Employer contribution / active EE | $10,080 | $5,874+71.6% | $5,168+95.0% | $4,838+108.3% |
| Participant deferral / active EE | $8,455 | $6,357+33.0% | $5,568+51.8% | $6,342+33.3% |
| Admin fee / account holder | $8 | $19,816-100.0% | $16,241-99.9% | $12,312-99.9% |