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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 | $17,809 | $160,040-88.9% | $147,096-87.9% | $145,877-87.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.94% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,359 | $5,289-17.6% | $4,936-11.7% | $4,663-6.5% |
| Participant deferral / active EE | $6,684 | $8,429-20.7% | $8,071-17.2% | $6,691-0.1% |
| Admin fee / account holder | $125 | $15,050-99.2% | $13,005-99.0% | $13,402-99.1% |