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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 | $32,701 | $107,368-69.5% | $92,915-64.8% | $152,909-78.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.66% | 145.64%-122.0pp | 109.45%-85.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $2,446 | $4,222-42.1% | $3,653-33.0% | $4,764-48.7% |
| Participant deferral / active EE | $7,320 | $4,848+51.0% | $4,238+72.7% | $5,851+25.1% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |