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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 | $146,885 | $202,345-27.4% | $172,755-15.0% | $152,885-3.9% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 22.54% | 1029.77%-1007.2pp | 802.94%-780.4pp | 345.39%-322.8pp |
| Employer contribution / active EE | $2,596 | $5,858-55.7% | $5,144-49.5% | $4,763-45.5% |
| Participant deferral / active EE | $5,907 | $5,948-0.7% | $5,198+13.7% | $5,851+1.0% |
| Admin fee / account holder | $201 | $17,111-98.8% | $13,955-98.6% | $11,598-98.3% |