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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 | $69,488 | $169,361-59.0% | $129,397-46.3% | $145,877-52.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 10.80% | 14395.54%-14384.7pp | 9453.98%-9443.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $5,481 | $5,542-1.1% | $4,154+31.9% | $4,663+17.6% |
| Participant deferral / active EE | $11,323 | $4,987+127.0% | $4,167+171.7% | $6,691+69.2% |
| Admin fee / account holder | $245 | $9,903-97.5% | $7,679-96.8% | $13,402-98.2% |