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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 | $22,916 | $226,090-89.9% | $182,531-87.4% | $152,885-85.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 26.84% | 192.57%-165.7pp | 148.57%-121.7pp | 345.39%-318.5pp |
| Employer contribution / active EE | $2,850 | $4,978-42.8% | $4,075-30.1% | $4,763-40.2% |
| Participant deferral / active EE | $4,934 | $6,369-22.5% | $5,525-10.7% | $5,851-15.7% |
| Admin fee / account holder | $18 | $10,705-99.8% | $8,593-99.8% | $11,598-99.8% |