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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 | $39,815 | $160,028-75.1% | $147,080-72.9% | $145,884-72.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 15.61% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,617 | $8,422-21.4% | $8,066-18.0% | $6,690-1.1% |
| Admin fee / account holder | $157 | $15,030-99.0% | $12,989-98.8% | $13,392-98.8% |