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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 | $59,708 | $183,978-67.5% | $162,171-63.2% | $152,885-60.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.70% | 150.78%-126.1pp | 115.60%-90.9pp | 345.39%-320.7pp |
| Employer contribution / active EE | $3,161 | $6,370-50.4% | $5,613-43.7% | $4,763-33.6% |
| Participant deferral / active EE | $10,907 | $8,033+35.8% | $7,297+49.5% | $5,851+86.4% |
| Admin fee / account holder | $188 | $13,122-98.6% | $10,843-98.3% | $11,598-98.4% |