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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 | $70,006 | $160,040-56.3% | $147,096-52.4% | $145,877-52.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.12% | 98.49%-72.4pp | 419.75%-393.6pp | 551.28%-525.2pp |
| Employer contribution / active EE | $4,640 | $5,289-12.3% | $4,936-6.0% | $4,663-0.5% |
| Participant deferral / active EE | $12,487 | $8,429+48.1% | $8,071+54.7% | $6,691+86.6% |
| Admin fee / account holder | $155 | $15,050-99.0% | $13,005-98.8% | $13,402-98.8% |