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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 | $65,930 | $159,934-58.8% | $147,005-55.2% | $145,959-54.8% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 14.99% | 98.24%-83.3pp | 418.76%-403.8pp | 561.95%-547.0pp |
| Employer contribution / active EE | $3,771 | $5,287-28.7% | $4,934-23.6% | $4,661-19.1% |
| Participant deferral / active EE | $7,043 | $8,427-16.4% | $8,070-12.7% | $6,689+5.3% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |