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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 | $101,965 | $165,381-38.3% | $149,730-31.9% | $158,966-35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.85% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $6,482 | $5,104+27.0% | $4,645+39.5% | $4,762+36.1% |
| Participant deferral / active EE | $7,652 | $7,182+6.5% | $6,843+11.8% | $5,983+27.9% |
| Admin fee / account holder | $258 | $10,809-97.6% | $9,310-97.2% | $11,250-97.7% |