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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 | $101,237 | $208,088-51.3% | $186,193-45.6% | $154,746-34.6% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.1%+11.8pp | 80.7%+8.2pp |
| Annual return | 25.85% | 89.97%-64.1pp | 78.03%-52.2pp | 172.34%-146.5pp |
| Employer contribution / active EE | $13,768 | $4,340+217.3% | $3,918+251.4% | $4,379+214.4% |
| Participant deferral / active EE | $18,210 | $7,078+157.3% | $6,513+179.6% | $6,730+170.6% |
| Admin fee / account holder | $67 | $11,698-99.4% | $11,058-99.4% | $14,365-99.5% |