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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 | $55,391 | $160,040-65.4% | $147,096-62.3% | $145,877-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.64% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $6,453 | $5,289+22.0% | $4,936+30.7% | $4,663+38.4% |
| Participant deferral / active EE | $13,844 | $8,429+64.3% | $8,071+71.5% | $6,691+106.9% |
| Admin fee / account holder | $287 | $15,050-98.1% | $13,005-97.8% | $13,402-97.9% |