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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 | $66,937 | $109,372-38.8% | $89,414-25.1% | $158,966-57.9% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 19.15% | 345.55%-326.4pp | 245.50%-226.3pp | 302.95%-283.8pp |
| Employer contribution / active EE | $17,834 | $3,171+462.3% | $2,586+589.5% | $4,762+274.5% |
| Participant deferral / active EE | $8,539 | $4,598+85.7% | $3,890+119.5% | $5,983+42.7% |
| Admin fee / account holder | $286 | $6,156-95.4% | $4,883-94.2% | $11,250-97.5% |