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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 | $49,890 | $132,099-62.2% | $115,599-56.8% | $138,895-64.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 13.26% | 176.76%-163.5pp | 111.10%-97.8pp | 145.39%-132.1pp |
| Employer contribution / active EE | $864 | $3,416-74.7% | $2,955-70.8% | $4,194-79.4% |
| Participant deferral / active EE | $2,400 | $5,617-57.3% | $4,889-50.9% | $6,396-62.5% |
| Admin fee / account holder | $275 | $15,650-98.2% | $12,841-97.9% | $12,562-97.8% |