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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 | $43,461 | $175,212-75.2% | $149,682-71.0% | $139,427-68.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.30% | 166.63%-149.3pp | 134.35%-117.1pp | 373.27%-356.0pp |
| Employer contribution / active EE | $2,344 | $5,475-57.2% | $4,818-51.4% | $4,752-50.7% |
| Participant deferral / active EE | $5,814 | $6,520-10.8% | $5,681+2.3% | $6,711-13.4% |
| Admin fee / account holder | $164 | $16,150-99.0% | $13,210-98.8% | $11,404-98.6% |