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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 | $22,818 | $183,539-87.6% | $155,556-85.3% | $145,897-84.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.36% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $8,801 | $5,315+65.6% | $4,675+88.2% | $4,663+88.8% |
| Participant deferral / active EE | $3,604 | $6,467-44.3% | $5,631-36.0% | $6,689-46.1% |
| Admin fee / account holder | $261 | $19,275-98.6% | $15,885-98.4% | $13,390-98.1% |