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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 | $101,007 | $209,425-51.8% | $178,499-43.4% | $158,966-36.5% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.67% | 188.80%-172.1pp | 151.10%-134.4pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,982 | $5,707-65.3% | $5,011-60.4% | $4,762-58.4% |
| Participant deferral / active EE | $3,117 | $5,955-47.7% | $5,202-40.1% | $5,983-47.9% |
| Admin fee / account holder | $173 | $17,078-99.0% | $13,986-98.8% | $11,250-98.5% |