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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 | $61,565 | $176,105-65.0% | $159,474-61.4% | $167,536-63.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 331.91%-313.8pp | 263.68%-245.5pp | 478.82%-460.7pp |
| Employer contribution / active EE | $6,973 | $5,299+31.6% | $4,831+44.3% | $4,839+44.1% |
| Participant deferral / active EE | $19,716 | $7,751+154.4% | $7,353+168.1% | $6,342+210.9% |
| Admin fee / account holder | $220 | $12,559-98.2% | $10,802-98.0% | $12,315-98.2% |