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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 | $35,457 | $106,905-66.8% | $84,020-57.8% | $152,885-76.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 24.71% | 105.00%-80.3pp | 71.31%-46.6pp | 345.39%-320.7pp |
| Employer contribution / active EE | $2,336 | $2,735-14.6% | $1,984+17.8% | $4,763-51.0% |
| Participant deferral / active EE | $5,917 | $4,012+47.5% | $3,239+82.7% | $5,851+1.1% |
| Admin fee / account holder | $0 | $8,287-100.0% | $6,101-100.0% | $11,598-100.0% |