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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 | $59,053 | $104,953-43.7% | $84,637-30.2% | $152,909-61.4% |
| Participation rate | 83.3% | 74.8%+8.5pp | 68.2%+15.1pp | 82.5%+0.9pp |
| Annual return | 21.17% | 373.94%-352.8pp | 258.82%-237.7pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,598 | $3,304-21.3% | $2,653-2.1% | $4,764-45.5% |
| Participant deferral / active EE | $11,573 | $4,691+146.7% | $3,900+196.7% | $5,851+97.8% |
| Admin fee / account holder | $58 | $6,244-99.1% | $4,914-98.8% | $11,601-99.5% |