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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 | $32,012 | $202,342-84.2% | $172,752-81.5% | $152,897-79.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.61% | 1029.83%-999.2pp | 802.97%-772.4pp | 345.43%-314.8pp |
| Employer contribution / active EE | $1,941 | $5,858-66.9% | $5,144-62.3% | $4,764-59.3% |
| Participant deferral / active EE | $5,458 | $5,948-8.2% | $5,198+5.0% | $5,851-6.7% |
| Admin fee / account holder | $167 | $17,111-99.0% | $13,955-98.8% | $11,599-98.6% |