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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 | $48,483 | $183,592-73.6% | $155,574-68.8% | $145,877-66.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.66% | 61.37%-44.7pp | 64.87%-48.2pp | 551.28%-534.6pp |
| Employer contribution / active EE | $13,079 | $5,317+146.0% | $4,676+179.7% | $4,663+180.5% |
| Participant deferral / active EE | $7,703 | $6,466+19.1% | $5,629+36.8% | $6,691+15.1% |
| Admin fee / account holder | $63 | $19,316-99.7% | $15,914-99.6% | $13,402-99.5% |