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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 | $85,869 | $176,120-51.2% | $159,487-46.2% | $167,553-48.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.65% | 331.95%-313.3pp | 263.71%-245.1pp | 478.89%-460.2pp |
| Employer contribution / active EE | $9,311 | $5,299+75.7% | $4,831+92.7% | $4,840+92.4% |
| Participant deferral / active EE | $6,500 | $7,752-16.1% | $7,354-11.6% | $6,343+2.5% |
| Admin fee / account holder | $68 | $12,561-99.5% | $10,804-99.4% | $12,316-99.4% |