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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 | $36,455 | $106,905-65.9% | $84,020-56.6% | $152,885-76.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 23.28% | 105.00%-81.7pp | 71.31%-48.0pp | 345.39%-322.1pp |
| Employer contribution / active EE | $5,149 | $2,735+88.3% | $1,984+159.6% | $4,763+8.1% |
| Participant deferral / active EE | $5,702 | $4,012+42.1% | $3,239+76.0% | $5,851-2.5% |
| Admin fee / account holder | $20 | $8,287-99.8% | $6,101-99.7% | $11,598-99.8% |