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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 | $30,825 | $107,934-71.4% | $91,989-66.5% | $152,870-79.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.15% | 89.25%-64.1pp | 69.02%-43.9pp | 345.34%-320.2pp |
| Employer contribution / active EE | $4,684 | $4,210+11.3% | $3,452+35.7% | $4,763-1.7% |
| Participant deferral / active EE | $9,043 | $6,364+42.1% | $5,923+52.7% | $5,850+54.6% |
| Admin fee / account holder | $247 | $10,520-97.7% | $7,743-96.8% | $11,597-97.9% |