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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 | $69,947 | $183,539-61.9% | $155,556-55.0% | $145,897-52.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.65% | 61.31%-46.7pp | 64.84%-50.2pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,640 | $5,315+43.7% | $4,675+63.4% | $4,663+63.9% |
| Participant deferral / active EE | $11,373 | $6,467+75.9% | $5,631+102.0% | $6,689+70.0% |
| Admin fee / account holder | $258 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |