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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 | $83,167 | $167,353-50.3% | $143,797-42.2% | $134,545-38.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 620.72% | 0.48%+620.2pp | -0.04%+620.8pp | 418.37%+202.4pp |
| Employer contribution / active EE | $3,870 | $5,620-31.1% | $4,952-21.8% | $4,742-18.4% |
| Participant deferral / active EE | $6,833 | $6,447+6.0% | $5,638+21.2% | $6,401+6.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |