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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 | $72,846 | $217,432-66.5% | $185,851-60.8% | $167,553-56.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.21% | 148.43%-134.2pp | 122.11%-107.9pp | 478.89%-464.7pp |
| Employer contribution / active EE | $2,025 | $5,874-65.5% | $5,168-60.8% | $4,840-58.2% |
| Participant deferral / active EE | $4,908 | $6,357-22.8% | $5,569-11.9% | $6,343-22.6% |
| Admin fee / account holder | $202 | $19,820-99.0% | $16,245-98.8% | $12,316-98.4% |